PART-TIME CFO SERVICES

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.

BENEFITS OF A PART-TIME CFO

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.

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

• 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.