CFO Services

Chief Financial Officers

To succeed in today's changing marketplace, it is important for a company to both gain and sustain its competitive advantage. An important factor in achieving this edge is the effectiveness of the CFO function. The role of the CFO has evolved from being a reactive position to a forward-looking strategist whose primary function is to provide advice on a wide range of issues. The skill set required includes an ability to set strategy, lead change initiatives, and prepare value-added analyses to enhance shareholder value.

Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.

If you're fortunate enough to be in this position then we have the perfect solution for you. Our Part-Time CFO services gives you a professional financial manager who works with you to help guide your business to success.

Our Part-Time CFO services provides you with experienced support at a small fraction of the cost of hiring a CFO.

Here's what you get with our Part-Time CFO services:

  • More time to focus on new services, new customers and other core business issues.
  • Better understanding of the financial side of your business. So you have less surprises and more control over the money.
  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.
  • A readily available sounding board to help you with those though business decisions and help you clarify your business plans.
  • The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
  • A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.
  • Training and managing your accounting staff. Improved quality and timeliness of financial information.
  • Budget Preparation and monitoring.
  • Profitability analysis by service or product line.
  • Tax saving strategies.
  • Trend analysis
  • Assistance in defining long-range plans and the quantification of goals.
  • Cash management.
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.
  • Assistance in obtaining financing from banks, including assistance with negotiations.
  • Review/negotiation of insurance policies.
  • Development of company accounting procedure manuals.
  • Analysis of equipment purchases, expansions, etc.
  • Mergers and acquisitions assistance.
  • Custom-designed collection policies and procedures.

Our client service philosophy is to serve with professionalism and efficiency. Our staff always interacts in a professional manner with your company's management, employees, customers and vendors. Our services are provided in an efficient manner with diligence and speed. Our success is always tied to our client's success.

Contact us or request an appointment to learn how Wilson's Bookkeeping and Tax Service can be of help to you!