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CFO Services

Our CFO Services ensure that our clients have strong financial systems and policies in place and that those systems and policies are continuously reviewed and improved.  Quite simply our CFO services manage:

  • Money out – making payments and keeping the bills paid

  • Money in – processing incoming payments

  • Payroll – make sure everyone gets paid (including the government)

  • Reporting – preparing financial reports, e.g. P&L, Balance sheets and budgets

  • Financial Controls – to avoid errors, fraud and theft

  • Income Taxes - processing federal/state income tax returns and payments ​


These services may be provided as as full-course meal or a la carte.   

Click here​ to schedule a Strategy Session to discuss your business needs in detail.

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