Our Part-Time CFO/Controller services provide you with experienced support at a fraction of that cost of hiring this position or obtaining these services from a temporary agency.

We regard our services more as a “coach” than a consultant. Mainly because we focus on results and long last relationships, one that we both benefit from.

We come in with the following qualifications….

• MBA in Finance, Bachelor of Science in Accounting and Finance
• Over 16 years experience in a position of Controller/CFO
• Over 20 years experience in preparing budgets, forecasting and financial analysis
• Worked in a custom job shop, with narrow margins, requiring detailed focus on expenses and cash flow.
• Responsible for all tax planning and reporting which included sales, payroll and employment.
• Established internal controls, benchmarks and financial metrics.
• Over 4 years experience as internal auditor, produced supporting schedules for external auditors

Our Part-Time CFO/Controller services allow you to...

• Have more time to focus on new services, new customers and other core business issues.
• Gain a better understanding of the financial side of your business. So you have less surprises and more control over the money.
• Have accurate and timely financial information.
• Have the comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
• Knowing that your accounting staff is being trained and managed.
• Have an independent professional who will establish strong financial controls in your business to reduce employee theft and increase profits.
• Have a readily available sounding board to help you with those tough business decisions and help you clarify your business plans.
• Review profitability analysis by service or product line.

And together we can….

• Improve your decision-making capabilities from clearly seeing the hard and true numbers of your business.
• Prepare budgets and monitor their results.
• Perform trend analysis.
• Develop a cash management program for the operation.
• Have a liaison with bankers, attorneys, vendors, insurance agents, etc.
• Review/negotiation of insurance policies.
• Development of company accounting procedures and desk manuals.
• Do analysis of equipment purchases, expansions, etc.
• Design effective collection policies and procedures.