Outsourced Controller and CFO Services
The financial expertise of a CFO can go a long way to help your business grow and prosper. Your business may not have the resources to hire a full-time CFO, but you don't need to. We provide CFO and controller services designed to help small and midsized businesses become more profitable.
Beyond general bookkeeping functions, a CFO can help your business get to the next level through careful planning and pointed financial guidance. We offer everything from budgeting and forecasting to exit strategies. We'll also deliver timely, comprehensive, financial data presented in a way you can easily understand and use to manage your business more efficiently. Our processes include establishing a rhythm for meetings, goal setting, reporting, assessing and guiding through analytical review, and more.
We offer a free initial consultation to get to know prospective clients. Call us at 713-562-7110 and set up an appointment so we can learn more about your business goals and discuss how we can help you achieve them.
Our CFO services include:
- Outsourced CFO services
- Company structuring – processes, controls, and procedures implementation
- Cash flow analysis and strategic tax minimization
- Strategic business planning and restructuring
- Proactive tax planning strategies
- Budgeting, forecasting, and variance analysis
- Profit improvement strategies
- Training for in-house bookkeepers
- Human resources supervision
- Board reporting and presentations
- Management of employee benefits plans (health insurance, 40lk)
- Mergers and acquisitions
- Due diligence and risk management