CFO Advisory / FP&A Services

Outsourcing can save you money from having to carry the overhead costs of hiring an in-house employee, including benefits and insurance.  You can contract the precise expertise you need usually at a fixed cost that you can scope within your budget.

A fractional controller handles all the duties of a full-time controller, except they do so remotely on a part-time or as-needed basis. Over the years, the role of controller has evolved in scope and responsibility.  A controller is generally looking at what has already happened whereas a CFO is involved in planning and future decision-making using information from accurate financial reports, budgets, and cash flow management.

FP&A stands for Financial Planning and Analysis. It is a crucial function within an organization that involves the development, interpretation, and communication of financial data to support decision-making and strategic planning. The primary goal of FP&A is to provide insights into the financial performance of a business, help in planning for the future, and contribute to the overall success of the organization.  It may include tasks like cash flow management/forecasting, budgeting, planning, a

This always depends on the client's needs and the complexities of the business or project we'll be working on.  We will have an initial consultation to understand the scope of work and then I'll present a proposal detailing the work and the related fee.  Fees may be based on an hourly rate or a fixed rate, depending upon the scope and time required. 

No, I do not provide tax services as I am not a CPA or tax professional. However, I will ensure that your books are prepared and ready for a tax professional or your accountant.  This saves them time from having to make a lot of adjustments or clean up at tax time--saving you money.

We do not require a contract, but we do put together a proposal that outlines our scope of work.  We then sign an Engagement Letter to establish a mutual understanding of the scope of services agreed upon, fees, and project details so that expectations are clear.

Besides having your revenue and expenses properly categorized for your tax preparation, ensuring that your books are well maintained can be helpful for an audit, or when you want to apply for a loan or financing and to catch any errors or fraudulent activity.  It provides peace of mind.  

Another advantage is the cost.  Hiring an independent contractor can save on overhead costs such as employer taxes, benefits, and required insurance.

But I did!  I have over 25 years of experience working with small businesses in accounting, sales, and business management roles.  I am offering my expertise to support this important responsibility and help you both grow your business with more insight and informed decisions with the right tools

I have over 25 years experience working with small businesses in accounting, sales, and business management roles.  I am using my expterise to help small businesses grow and meet their financial goals.