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Outsourced CFO

Whether you are a startup or an established small firm, we can work directly with you and your key people to develop business-building strategies to achieve your desired results.

"What makes people work is an idea worth working for, along with a clear understanding of what needs to be done."

– Michael Gerber

Targeted strategy consulting tailored to your current business challenges.

Financial Forecasting • KPI Analysis • Cash Flow Advisory

How We Fit In

As a business owner, you’re already wearing multiple hats. Let us help! Partner with a cost effective, Chartered Financial Analyst that can support your financial strategy and serve as your team’s outsourced CFO.

Financial forecasting, trend analysis, budgeting, excel modeling, valuation, and profit and loss analysis
Operational efficiency – are you working on your business, or only in your business?
Business cash flow analysis – how much is too much? What’s the best use?
Employee recruiting and retention – financial package competitive analysis


According to the Small Business Administration, more than 400,000 businesses close their doors in the United States every year. Developing financial plans for entrepreneurs has provided us with unique insight into the daily struggles of the small business owner. Gain from the insight we’ve achieved from working with business owners across industries and in different stages of growth.

*Annual investment starts at $5,000. Contact for details.

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