You Get All the Benefits of a Full-Time CFO… At a Part-Time Price!

“Part Time CFO” Services (Membership Retainer Plans)

Key Features

Part Time CFO

At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the near $100,000 price tag (plus bonuses and benefits).
Congratulations if your business has reached this point!
We are pleased to be able to offer you the benefits of a CFO without the hefty price tag. Our part-time CFO services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your company’s growth.

Tailored Solutions

With our part-time CFO services, you can expect to see…

  • Increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business
  • More time to focus on your business growth – developing new services, attracting new customers, and dealing with other core business issues.
  • An enhanced understanding of the financial side of your business, giving you the power to manage the hard and true numbers of your financial picture to obtain the best benefit for your business.
  • An expert to help guide you through tough business decisions and to help you clarify your business plan.
  • A specialist who will train and manage your accounting staff, leaving you with one less aspect of the business to absorb your valuable time.
  • Enhanced budget preparation and monitoring.
  • Profitability analysis per type of products and service lines your business offers.
  • Tips and strategies for saving on taxes.
  • Assistance in long-range planning and the development and prioritization of goals.
  • Better cash management.
  • A dedicated member of your team to interact with bankers, attorneys, vendors, etc.
  • Someone to review and negotiate everything from insurance policies to financing options and rates.
  • The development of accounting procedure manuals.
  • Implementation of collection advice policies and procedures.
  • Analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities.

Schedule a Free Consultation and Uncover Benefits

Clients Love Us

Hear What Our Satisfied Clients Have to Say

Discover Why Our Clients Rave About Us! Read Their Glowing Testimonials.
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Ramona Olmos
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Very friendly and professional
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Sandra Askern
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Betty Sue was very knowledgeable about the business & quite personable.
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Michaela Garrett profile picture
Michaela Garrett
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Well where do I start ? First of all I am the person that gets totally overwhelmed w/ taxes , etc but working w/ Betty made it such a better experience!! I can’t even begin to express how different of an experience this was . She was very patient w/ me and answered all of my questions and actually for the first time I left her office feeling more educated than I ever have . She is so sweet and down to earth. She just makes you feel comfortable and for me that is huge . I would recommend her and her whole team to anyone that is needing help w/ taxes , accounting ,etc. She really put my mind at ease and helped me get a game plan of where to even start . The last lady ( different business) really messed up my taxes and I had put off dealing w/ it for to long bc like I said it completely overwhelms me so THANK You Ms. Betty for all of your help and kindness and patience. It truly was a pleasure working w/ you and your whole staff . I would absolutely recommend this establishment.. I left there feeling so relieved so again Ty!!
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Paulette Carranza lee
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Betty came into our business this morning and was very knowledgeable and answered all of my questions
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Logan Skeen profile picture
Logan Skeen
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Betty was able to help my father with his tax problems which was a huge release thank you
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Frank Vaughn profile picture
Frank Vaughn
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Betty came into my business this morning and was very pleasant to talk to. Hopefully me and my wife will be signing up for services with IBM soon. Seems like an amazing team
Liza Clients

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Mr. John Doe Clients

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David Clients

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