CFO/Controller Services

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Are you a small to mid-sized company that needs financial leadership such as a part-time CFO? Many smaller or growing companies lack the financial experience and expertise to properly guide a company financially. Instead of hiring a full-time CFO which comes with a high expense we can fill that role.


Assignments can vary from a one-time consultation to a few hours per week, to full-time for a short period of time. Financial management is critical for any business, but especially a growing business or one that is in a competitive market and can’t afford a lack of financial acumen.

  • Organizing Internal Controls

  • Budget development

  • Cash flow management

  • Strategic and long-range planning

  • Merger and acquisition analysis

  • Financial analysis to help you understand the business better from a financial point of view

  • Budget preparation and monitoring

  • Forecasting and modeling

  • A sounding board to assist in tough business decisions

  • Tax saving strategies

  • Improve cash flow

  • Cash management

  • Banking and investor relations

  • Financial controls to reduce employee theft and improve profitability

  • Product line profitability analysis


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