What Is A CFO Concierge Service?

Customizable CFO Services Tailored to Your Needs

We offer a cost-effective, accessible scalable approach to having your own CFO to assist in analyzing the financial implications of your business and helping you manage where your business is heading, rather than where it’s been.

Our CFO Services are tailored to those businesses that recognize the value of consistent oversight and input from experienced financial professionals. Our goal is to help you be strategically proactive and set you up for success.

Our CFO Services are built around regular interactions with management combined with reviews of your operations and financial results. As your business grows and requires more sophisticated transactions, our seasoned professionals have the hands-on experience to evolve with you. We provide the senior-level support needed for:

• Bank loans
• Working capital and long-term capital asset financing
• Mergers and acquisitions
• Board and investor-level reporting
• Succession planning
• Contract negotiations
• Business plan development and support