We have the perfect solution for you


Growing businesses often reach a point where they need professional financial advising from GeekBooks or other firms, but can’t afford to hire a full-time CFO or controller. That’s no surprise when hiring a full-time CFO can cost upwards of $60,000 to $100,000 per year or more-and that’s not including benefits or a year-end bonus.

If you’re fortunate enough to be in a position where you need strategic financial advising and can hire a part-time CFO, then we have the perfect solution for you!

Coastal Tax Advisors’ Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success-and at a fraction of the cost of hiring a full-time CFO.


Operational Benefits

A readily available sounding board to help you with those tough business decisions and help you clarify your business plans.

  • Assistance in defining long-range plans and the quantification of goals.
  • Custom designed collection policies and procedures.
  • Development of company accounting procedure manuals.
  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.
  • More time to focus on new services, new customers and other core business challenges.
  • Training and managing your accounting staff.
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.

Investing Benefits

  • Analysis of equipment purchases, expansions, etc.
  • Mergers and acquisitions assistance.
  • Profitability analysis by service or product line.
  • Review/negotiation of insurance policies.
  • Trend analysis.

Financial Benefits

  • Assistance in obtaining financing from banks, including assistance with negotiations.
  • Better understanding of the financial side of your business-less surprises and more control over cash flow.
  • Budget preparation and monitoring.
  • Cash management.
  • Establish strong financial controls in your business, reducing employee theft & increasing profits.
  • Improved quality and timeliness of financial information.
  • Tax saving strategies.
  • Taking comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.


Give Coastal Tax Advisors a call today to talk about your needs, or simply drop us a line buy filling out the contact form on our site and we’ll get back to at your convenience.