As a small business owner, you wear a lot of hats. On any given day, you may function as a manager, salesman, HR rep, maintenance person, and even as your company’s CFO/Controller and accountant.

If you’re like many of our clients, you feel that as much as you need to hire a CFO/Controller or possibly an accountant, you just can’t justify paying one to work full-time. This is where we come in as part time CFO/Controller and financial advisor.

We become your outsourced financial advisor, always here to assist you with the issues that are most important to you and your business. As your business grows and your finances become more complicated, we grow with you, providing the answers you need with every new problem.

We can help you with

  • Cash flow:

    How do I manage my day-to-day cash flow without taking away from the time I need to focus on sales and marketing?

  • Employees:

    How do I know when I can afford to bring on a new employee? When is it time to let someone go? How do I deal with workers’ comp, medical insurance, and benefits?

  • Financials:

    How do I know if my business is really making money? My profit and loss statements show that I’m making a profit; why don’t I see it in my bank account?

  • Business Planning:

    How do I draft an effective business plan that will help me run a better business without getting caught up in a bunch of what ifs or pie-in-the-sky forecasts? How do I develop a plan that is realistic, actionable, and measurable?

  • Profitability:

    How do I structure my business to be profitable and still allow me enough free time to enjoy quality of life?

Our Solution

Our goal is to deliver an affordably priced solution that addresses the needs of most small business owners in the areas of bookkeeping, tax and small business advisory.

We have a fixed-price solution; you pay the same amount every month so you can budget your finances accordingly. This also helps smooth out your cash flow.