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Our Service

At [COMPANYNAME], we work side-by-side with our clients and tailor our services to fit their specific needs. We combine personal attention and access with the highest levels of technical expertise and specialized knowledge. Timely communication and responsiveness are hallmarks of our client relationships. All of these attributes support our objective of helping you reach your financial goals.

We pursue excellence by staying on top of current developments and technologies. We stay abreast of industry issues and observe the marketplace so we can analyze provide service and advice tailored to your specific needs and goals. We use our experience and resources to develop industry insights and specialized skills that allow us to bring maximum value to your projects. Together all of these factors allow us deliver superior service and act as a trusted business adviser.

A detailed listing of the services we provide is set out below. Take a look at what we have to offer and how we can help you or your business.

Outsource CFO

Virtual or outsource CFO services can provide small and medium sized businesses with an alternative to a traditional full-time CFO. Most small and medium size businesses need the skill set of an experienced CFO, but often only at critical junctures such as during an acquisition or only part-time. Unfortunately, the cost of hiring a traditional full-time in-house CFO is too much compared to the value created. Virtual or outsourced CFO services are an alternative that provide the best of both worlds.

Virtual or outsourced CFOs can provide all the same services as traditional CFOs with the added benefit of increased flexibility and decreased cost. If you need CFO level talent, but only part-time such as one day per week, one week per month or on a project basis consider engaging a virtual or outsourced CFO.

Here are just a sample of the services that virtual and outsourced CFOs can provide.

  • Financial Analysis and Operational Results Analysis - Finding trends, ways to operate more efficiently, and tracking key performance indicators to assist in future decision-making.
  • Improve Profitability – Assess operations for process inefficiencies such as excesses in labor, materials or misallocation of resources that may be costing your company money.
  • Strategic Planning - Identify and quantify the important factors that will affect your future growth and success.
  • Forecasting and Budgeting – Create a new forecast or budget process or improve your existing one; a virtual CFO can help you formulate plans that is accurate and reliable.
  • Cash Flow Projections – Always know your cash position in the future so you can keep your lenders and vendors happy as well as prepare for expansions, downturns, major repairs or fixed asset acquisitions.
  • Organizational Structure – Create the optimal organization structure so your business or a certain department operates like a well-oiled machine.
  • Financial Staff – While you have a staff that handles the day to day financial transactions you need to focus on other aspects of the business rather than spending time managing the accounting function. An outsourced CFO can manage and train these staff members on or off-site.
  • Acquisitions – Understand if an acquisition makes financial sense, understand the valuations involved or plan for the on-boarding and integration.

Looking for a little information right now? View the latest Tax and Financial News article in our Newsletter.

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