Professional CFO Services

Your Strategic Partner for Smarter Financial Decisions

Running a business means more than just keeping the books balanced — it means making financial decisions today that shape tomorrow’s growth. Our CFO services provide you with forward-looking insights, proactive planning, and financial leadership without the overhead of hiring in-house.

Comprehensive CFO Solutions

Every business faces unique financial challenges. Our solutions cover everything from essential planning to advanced strategic guidance, tailored to the level of support your organization needs.

Financial Planning & Analysis

We provide actionable, data-driven insights that empower business leaders to make smarter decisions, increase profitability, and stay ahead of financial risks.

Cash Flow Management

We help maintain steady cash flow by optimizing inflows and outflows, ensuring your business has the liquidity to operate smoothly and seize new opportunities.

Cost Control Strategies

Our team identifies areas of overspending and implements strategies to reduce costs, protect margins, and strengthen overall financial performance.

Strategic Financial Planning

We design long-term financial roadmaps that align with your vision, supporting sustainable growth and preparing your business for future challenges and expansion.

Advanced Financial Modeling / Expansion Planning

Our advanced models forecast outcomes for major decisions, such as entering new markets, launching products, or scaling operations, so you can grow with confidence.

Contract Negotiation & Audit

We review and negotiate vendor, supplier, or service contracts to uncover hidden costs, secure better terms, and improve your bottom line.

Debt & Equity Financing Support

Whether it’s securing loans, restructuring debt, or attracting investors, we guide you through the financing process to strengthen capital and reduce risk.

Business Credit Building

We help build and improve your business credit profile, unlocking access to better financing terms, partnerships, and growth opportunities.

Profitability Analysis

We assess your revenue streams, product/service performance, and pricing strategies to maximize profit potential across your business.

Labor Cost & Resource Optimization

We streamline workforce scheduling, optimize resource allocation, and reduce costs while ensuring operational efficiency and compliance.

Payroll & Compliance Guidance

We ensure payroll, benefits, and compliance practices are handled accurately and efficiently, reducing risk and keeping your employees supported.

Inventory & Asset Management

We track and analyze inventory and other assets to minimize waste, reduce losses, and improve overall operational efficiency.

Choose the Right Plan for Your Business​

Services Standard Plan $400/mo Strategic Plan $800/mo Hourly Rate
Financial Planning & Analysis
$125
Cash Flow Management
$125
Cost Control Strategies
$125
Strategic Financial Planning
$125
Advanced Financial Modeling / Restaurant Opening & Expansion Planning
$125
Cost Control Strategies
$125
Cost Control Strategies
$125
POS & Vendor Contract Negotiation / Audit
$125
Debt & Equity Financing Support
$125
Business Credit Building
$125
Menu Profitability Analysis
$125
Labor Cost & Scheduling Optimization
$125
Tip Compliance & Payroll Guidance
$125
Inventory Turnover & Loss Analysis
$125

** Pricing shown reflects a $1M single-location business.
Want to see what it would look like for your business? Book a call with us.

20 Years Of Experience In Accounting Field

Two decades helping businesses streamline bookkeeping, optimize taxes, and make smarter financial decisions. Our services are built to give you clarity, confidence, and control over your finances, no matter the size of your business.

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Your all-in-one financial solution for businesses in any industry across the U.S

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