CFO Consultants, LLC | Trusted Financial Consultants

How We Help

Our promise is to deliver 10x value for the fees we charge.

We accomplish this via three interconnected pathways:

We keep our costs low through the use of information technology and standardized
processes.
We are simply the best at getting the work done.

We come to work everyday to deliver solutions that create obvious everyday value.

We measure and deliver higher market values for our client owners to prove the impact we have and to help.

Companies come to CFO Consultants for many different reasons.

Our clients know they need help with this kind of work to keep their operations running and  to build value for their families and employees, but they know they can’t do it themselves.

That’s where we come in!

Affordable and Trusted Services

Business Consulting

Our expertise making your business more profitable

  • Process Improvement
  • ERP
  • Modeling

FRACTIONAL CFO

Financial expertise for a price
you can afford

  • Performance KPIs
  • Market analysis
  • Sales forecasting
  • Financial planning/ strategy/ modeling
  • Financing
  • M&A
  • Exit strategy

outsourced controller

Your bookkeeping are ours; we’ll get you the info you need

  • Comparative Reporting
  • Cash flow forecasting, budgeting, month-end close (accrual), cost accounting, software suggestions & implementation strategy, etc.

Bookkeeping

Full charge or just the parts you need

  • Transaction entry
  • Process payroll
  • A/R-Collections
  • A/P-bill payment

quickbooks Consulting

If you just need help getting started

  • Conversion to QBO
  • Setup new company
  • Consolidation

tax filing & planning

Tax experts to help plan ahead or get your tax return filed

  • Tax Filing
  • Tax Planning

business valuation & brokerage

Certified valuation experts

  • Exit planning
  • Phantom stock bonus plans