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CFO / Financial Services

Great Business Always

People Know Their Numbers


Financial / CFO Services are core business activities that preserve and enhance business interests. They include managing accounting, creating then analyzing budgets and forecasts, directing cash flow through Receivable & Payable efforts.  Through detailed analyses, management pursues its goal of the highest Return on Investment, focusing the business on the appropriate revenue endeavors, cost structure and investment activities.

We handle many of the Chief Financial Officer responsibilities for clients who have neither the time nor expertise in this essential aspect of successful businesses:

  • Accounts Receivable & Payable Management

  • Monthly Financial Reporting and Analysis

  • Invoicing of Clients and Collections

  • Quickbooks and Tax Accountant liaison

  • Capital Raising

  • Managing Bank & Finance relationships

  • P&L Budgeting and Forecasting

  • Cash Flow Analysis and Projections

  • Margin Analysis

  • Cash Management 

  • Business Plans

  • Strategic Planning

To find out about our pricing, how we work and who we are, please download our brochure on the button below.  Or even better, book a free consult to discuss your opportunity.

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