Your business doesn't need to be a fortune 500 company to get the benefits of a Chief Financial Officer. We join your team as a "contract CFO" to help find inefficiencies in your business to make it more profitable while sophisticating your processes to promote growth.
Financial Position
- Financial Statement Review
- Business financial analysis with industry comparison
- Financial modeling, budgeting, and projections
- Loan and banking consulting
Management Team
- Facilitating/participating in team meetings
- Drafting/Reviewing Mission, Vision, Values
- 7 Steps to Annual Business Planning
Business Protection & Succession
- Business Continuity Planning
- Review Operating Agreement & Buy/Sell Agreement
- Ownership restructure advising
- Collaborate with Attorney
Tax Planning
- 1065/1120 Review & Analysis
- Retirement Plan Review
- *Proactive Tax Planning Strategies
- Collaborate with Accountant/Bookkeeper
Insurance & Risk Management
- Review commercial insurance coverages
- Disability Insurance Review
- Funding business buy/sell agreements
- Key Man Life Insurance
- Philanthropy
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