Management Advisory Services

Many small businesses have a need for greater structure, more efficient processes, and straight forward advice on management responsibilities within their organization.  We offer management advisory services to small businesses  such as Strategic Planning, Design, Implementation, & Facilitation, Human Resources Consulting and Employee Policy & Procedure Consulting that are designed to add value to the vision you have for your organization.

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 service gives you a professional financial manager who works with you to help guide your business to success.

The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits. Our Part-Time CFO service provides you with experienced support at a small fraction of that cost.

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.
  • 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 tough 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.
  • 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.