CFO to Enterprising Individuals

We provide tailored, CFO-type services to privately-owned businesses and their related entities

  • Development of budgets and projections
  • Strategic planning
  • Assistance with financing arrangements
  • Creation of business dashboards and scorecards
  • Advice on business planning and management matters
  • Contract controller or CFO arrangements
  • Development and enhancement of accounting policies and procedures
  • Assessment of internal controls
  • Assistance with accounting personnel placement
  • Training of internal staff and assistance with accounting procedures
  • Compilation or review of financial statements
  • Transaction consulting
  • Facilitation of personal financial and estate planning for the owner(s)