Financial Services

CFO Services

With limited resources, companies may not have the means to hire a full time CFO. For that reason, we offer part-time fractional CFO services.

We work to formulate an outsourced financial planning structure based on key performance indicators and dash-boarding, tailored to a company’s specific needs.

Planning, budgets & forecasting
For those who want to dive into their number and plan for higher profits

Customized reporting & business planning
Make the company more cost efficient while developing policies and procedures in the business

Cash flow management
Know your needs, the best sources to meet those needs, and be prepared for when you need it

Services Include:

  • Assistance with budgeting and cost analysis.
  • Development of policies and procedures to help you achieve your financial goals.
  • We help keep your business as cost efficient as possible.
  • Making data accessible to improve decision-making capabilities.
  • Readily available sounding board to help you with those tough business decisions and help you clarify your business plans.
  • Overseeing, protecting and constantly improving the financial side of your business.
  • Establishing strong financial controls in your business to reduce employee theft and increase profits.
  • Improved quality and timeliness of financial information.
  • Cash management.

Sandra set up our law firm’s financials in a very detailed manner so that we can see our profits by the service we provide. This enabled us to increase profits in the first quarter of using Sandra’s service. Sandra reviews our financials with us on a regular basis so that we are constantly staying on track and exceeding our financial goals.

— Ron Lazar, Esq. Lazar Grunsfeld Elnadav LLP

Other ways we help small businesses

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