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CFO SERVICES

Make your business stronger and more efficient through tailored financial planning, risk management and back-office operations


Our team has the requisite expertise to address:

  • Financial Statement preparation - We can assist you in the preparation of your financial statements in accordance with current professional standards. Accurate financial statements are a must for managing and making informed financial decisions.
  • Forecasting and cash flow planning - Forecasting is a vital element for leading a business to profitability. From simple projections to complex financial modeling, we can help you prepare your company for what lies ahead and provide you with a clearer financial road map
  • Cash Flow planning - A business can be profitable and still run encounter cash flow issues. We can help you forecast and evaluate your company's financial condition, estimate financing requirements, and track cash-flow sources and uses, giving you more control over day-to-day operations.
  • Bookkeeping and Accounting system setup for new businesses - Putting a foundation of systems in place from the very beginning is the only way to ensure that books and records provide management with the financial data they need. Building a strong foundation from the start is the best way to avoid problems as your business grows.
  • Management Consulting - We act as a sounding board by offering guidance to management as they navigate through the challenging decisions faced by business owners on a daily basis. Many of our clients call us for input on short term issues, as well as decisions that could have a long-term impact on their business. We also pinpoint areas negatively affecting profitability and growth and develop solutions that are practical and technically sound, to turn things around.
  • Business Entity Selection - Choosing the best type of entity for your business is a crucial decision that can have longstanding tax implications, positive or negative. We can assist you in evaluating the impact of operating as a Sole Proprietor, Limited Liability Company, S Corporation or C Corporation. We can also provide advice about the most beneficial jurisdiction within which to form your business. Making the right decision at the beginning helps to save time and money down the road.
  • Business Succession Planning - Transitioning your business to your successors is an important milestone and needs to be handled carefully. A smooth transition is critical to ensure the business’s continued success once you remove yourself from its day-to-day operations. With a solid background in tax, estate and related financial matters, we are fully conversant with the often complex issues of business continuation. We can help you develop a detailed strategic plan that will pave the way for a seamless and prosperous transition.
  • Buying & Selling a Business - Buying or selling a business is an important undertaking. What is good for the buyer is generally not good for the seller. This inherent conflict creates an environment that requires careful negotiations and planning. Whether you are buying or selling, we can help you by making sure potential problems are uncovered, the most advantageous tax results are achieved and that you receive the greatest return on your investment.

Find out how a streamlined back-office can benefit your business