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CFO Advisory Services

CFO Advisory aka Fractional CFO Services
A “Fractional Chief Financial Officer” is a concept developed around the idea that while small and middle-market companies often need the high-level, sophisticated expertise that a seasoned executive can provide, they may not need it on a daily basis. Retaining a financial executive on a fractional, as-needed basis is the solution, enabling you to share the expertise and cost of a CFO without adding to your overhead. This affordable solution works well for companies that need expertise periodically, rather than every day.

Value of a Fractional CFO
Many companies need this support and do not realize it, usually because time is spent mostly handling operations and handling the daily issues of running the business.
A fractional CFO can:
•Take full advantage of an opportunity
•Plan for growth
•Budget for the coming year
•Investigate an acquisition
•Deal with regulators
•Assist in the acquisition of bank or equity financing
•Set up financial reporting systems
•Spearhead an initiatives
•Reduce expenses
•Add more free time to improve your quality of life

Bookkeeping & Accounting Services

Accounts Receivable
Customer Invoicing
Account Payable
Cash Management
Bank Reconciliation
Credit Card Reconciliation
Financial Reporting
Monthly Quarterly and Year end closings
Expense Management
Tax Compliance
US GAAP and or IFRS Compliance
Job Costing
Inventory Tracking
Asset Management

Industry Expertise

Financial Services
Professional Services
Government Entities
Field Services
Inventory and Warehouse Distribution

Software Selection

We can take you through the process of gathering your business accounting and management requirements and find the ERP and CRM software solution that is right for your business.

In-house we already offer expertise in the following:

* Microsoft Dynamics GP (Great Plains)
* Microsoft Dynamics SL (Solomon)
* Microsoft Dynamics NAV (Navision)
* Microsoft Dynamics AX (Axapta)
* Acumatica

Business Intelligence Reporting and Analysis tools
(including compatability with portable devices)

CRM package – Microsoft Dynamics CRM

We can host your solution for you or implement it in a location of your choosing.

Accounting Staff with Existing Software Expertise

Our staff already has knowledge in the following ERP Packages:
* Microsoft Dynamics GP (Great Plains)
* Microsoft Dynamics SL (Solomon)
* Microsoft Dynamics NAV (Navision)
* MIcrosoft Dynamics AX (Axapta)
* Intuit Quickbooks
* Intacct
* Acumatica

Get your answers quickly, contact us now!

Email us at:
Call us:   +1-877-528-2597
              Ext. 6  – CFO Services
Ext. 2  – General Sales and Services