Part-time CFO Services

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

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.

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

9

Increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business

9

More time to focus on your business growth – developing new services, attracting new customers, and dealing with other core business issues.

9

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.

9

An expert to help guide you through tough business decisions and to help you clarify your business plan.

9

A specialist who will train and manage your accounting staff, leaving you with one less aspect of the business to absorb your valuable time.

9

Enhanced budget preparation and monitoring.

9

Profitability analysis per type of products and service lines your business offers.

9

Tips and strategies for saving on taxes.

9

Assistance in long-range planning and the development and prioritization of goals.

9

Better cash management.

9

A dedicated member of your team to interact with bankers, attorneys, vendors, etc.

9

Someone to review and negotiate everything from insurance policies to financing options and rates.

9

The development of accounting procedure manuals.

9

Implementation of collection advice policies and procedures.

9

Analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities.

Let Us Help:

Practicing Thankfulness in Your Milwaukee Business

Does your Milwaukee family sit around the table at Thanksgiving dinner and share something they’re thankful for?I’ve been at those holiday meals many a time. I appreciate the intent, and will admit it’s usually effective in getting me to feel more grateful, but I do...
Read More

7 Essential To-Dos For Your Milwaukee Business Team

Before the holiday craziness kicks in, let’s remember: the end of the year is a golden chance to play with the calendar in your business' favor.Whether it's diving into year-end profit metrics, sorting out staff bonuses, or launching some targeted marketing to catch...
Read More

3 Fixable Financial Mistakes Sinking Your Milwaukee Business

Though the days are getting shorter and the weather is taking a turn, there are some great revenue reasons to get excited about the next two months.As we round the bend into Black Friday territory (which for many began at the end of October), it’s time to get nimble...
Read More

Are Milwaukee Consumers Exhausted by Tip Screens?

How much tipping is too much?The drain on the consumer wallet right now is real. Everything costs more and everyone seems to be wanting more of your dollar. So, when businesses swivel that screen around with requests for 15, 18, or 20% tips on an order, it’s no...
Read More

Harnessing Your CRM for Sales in Your Milwaukee Business

Well, before I dive into today's dose of real world business strategy, let me ask you, have you revisited your 2023 business goals and made a plan to reach them before the end of the year?Goals aren’t a set it and forget it kind of thing. You’ve got to revisit them...
Read More

cyber network security

I’m continuing to avidly watch, as I’m sure you are too, the unfolding events in Gaza. Though Biden issued a back-channel warning to Iran about not joining in the conflict, the possibility of a larger scale war looms. Economically, that affects gas prices and other...
Read More

A PTO Payout Policy Checklist for Milwaukee Business Owners

This weekend’s news coverage and social media scroll were dominated by reports of the awful things happening in Israel right now. It’s pretty difficult to swallow the images of violence and abuse being perpetrated by Hamas. And no matter how many times you hear about...
Read More

Steps For Prioritizing Profit In Your Milwaukee Small Business

Profit is the lifeblood of any organization. Show me a small business with PROFIT at its center, and I'll show you something worth modeling yourself after.An organization NOT to model yourself after: the federal government. They prefer to operate in deficit mode,...
Read More

Alternative Approaches To Paid Time Off Policy for Milwaukee Businesses

October is right around the corner. So is the October 15th extension deadline. And so is the fourth quarter for your Milwaukee business.As we approach Q4, be mindful of the usual year-end accounting needs and reporting requirements that will be popping up. We’ll keep...
Read More

Leadership and Empowerment for Business Owners: A Story

You’ve got a little bit of time until month-end close and a month or two until year-end obligations. It’s a good moment to take a breath ... but this is also the time to start thinking about what you want next year to look like, before getting into the weeds of...
Read More

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!