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)