CFO Services

You Get All the Benefits of In-house CFO Servicesā€¦
At a Part-Time Price!

At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you wonā€™t quite be ready to spring for the $100,000+ price tag (plus bonuses and benefits) for those CFO services.

Congratulations if your business has reached this point!

Weā€™re a completely remote firm serving clients nationwide, with direct service in Roseville and surrounding areas including Citrus Heights, Folsom, Rocklin, Sacramento, West Sacramento and other cities in the respective counties.

We are pleased to be able to offer you the benefits of a CFO without the hefty price tag.

Our part-time CFO services provide you that valuable financial advice at a fraction of the cost ā€“ a perfect bridge for this stage of your companyā€™s growth.

With our part-time CFO services, you can expect to seeā€¦

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Increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business

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More time to focus on your business growth ā€“ developing new services, attracting new customers, and dealing with other core business issues.

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An enhanced understanding of the financial side of your business, giving you the power to manage the hard and true numbers of your financial picture to obtain the best benefit for your business.

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An expert to help guide you through tough business decisions and to help you clarify your business plan.

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A specialist who will train and manage your accounting staff, leaving you with one less aspect of the business to absorb your valuable time.

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Enhanced budget preparation and monitoring.

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Profitability analysis per type of products and service lines your business offers.

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Tips and strategies for saving on taxes.

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Assistance in long-range planning and the development and prioritization of goals.

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Better cash management.

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A dedicated member of your team to interact with bankers, attorneys, vendors, etc.

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Someone to review and negotiate everything from insurance policies to financing options and rates.

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The development of accounting procedure manuals.

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Implementation of collection advice policies and procedures.

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Analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities.

Let Us Help:

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Ready to come in for an appointment?

Click hereĀ to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as itā€™s been in the past!