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Part-time CFO Services




Our goal is to become an extension of your office by forming close partnerships with our clients. Our financial professionals have on average decades of experience helping small businesses solve financial challenges.

  • Tax preparation
  • Tax planning
  • Payroll
  • Capital structure maximization
  • Benefits management
  • Holistic business health assessment
  • Financial modeling
  • Lending analysis
  • Operational budget and forecasts
  • Financial statements
  • Cash flow management
  • Bank relationships
  • Accounts receivable
  • Accounts payable

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