Part-Time CFO Services
Typical services for companies include financial statement preparation and review to find ways to improve profitability, forecasting cash flows, determining costs, developing financial budgets, getting better information to help make decisions, business plan pro forma statement preparation, setup and training employees for accounting and cost accounting systems such as QuickBooks and Peachtree and coordinating information with the tax accountants.
The time involved in client companies varies based on factors, such as the number and skills of existing staff, complexity of the company, and the services required by the client.
Management Financial Services is different from other business consultants or CPA firms in that we will function as a part of the company’s management team to provide the internal financial and administrative follow through that is often missing in smaller organizations.
Accounting
- Preparation of financial statements
- Management reporting
- Accounts receivable reporting
- Supervise / Train accounting / clerical personnel
Financial Management
- Budgeting
- Explanation of budget variances
- Expenditure approval
- Check signing
Personnel
- Hiring & firing
- Budgeting for personnel needs
- Develop & implement personnel policies
- Salary and Commission structure and administration
