Executive Financial Leadership
Access High-Impact CFO Expertise at a Fraction of the Cost
Outsourced CFO services led by CPAs with Big 4 experience, providing strategic advice, financial modeling, and operational oversight needed to guide your growing business to success.
Gaining C-Suite Financial Control Without the Six-Figure Salary
Strategic Planning & Reporting: We manage budgeting, profitability analysis by product or service line, and ongoing trend analysis to guide strategic decisions. This quantifies goals, sharpens long-range planning, and gives you fewer surprises and more control.
Accounting Team Management: We train and manage your accounting staff and implement customized collection policies to optimize A/R. This improves the quality and timeliness of financial data, ensuring clean, accurate information for management.
Advanced Operational Consulting: We provide cash management oversight and support major decisions such as equipment purchases, expansions, and mergers or acquisitions, delivering the analysis needed for informed investments and structural changes.
FAQs
Q: What is the primary difference between your Part-Time CFO service and a Controller?
A: The Controller looks backward, managing historical accuracy, reporting, and compliance. The CFO looks forward, focusing on strategy, forecasting, capital management, external negotiations, and long-range planning. Our service delivers the forward-looking strategic guidance essential for high growth with a much lower cost.
Q: We already have an in-house accounting staff. How do you fit in?
A: We train, manage, and supervise your existing staff. We oversee their work to ensure accuracy and timeliness, while they handle the day-to-day transactional tasks. This gives your staff professional leadership and ensures the financial data is reliable for C-suite decision-making.
Q: How do you integrate tax saving strategies into the CFO role?
A: Unlike non-CPA advisors, we integrate Tax Saving Strategies directly into the budgeting and operating plan. We proactively structure transactions, analyze capital expenditures, and define compensation to maximize tax efficiency before year-end, minimizing your tax liability.
Testimonial
“We were operating in the dark. Their Part-Time CFO service gave us a professional financial manager with 10 years of experience who clarified our business plans, implemented strong controls, and stopped the guesswork. We now have more time to focus on sales, knowing our money is under control." — Andy Liu, CEO of Bees 360 Inc., a Regional IT Firm.