Services for Business Owners, Executives, and their Families
• Part-time CFO services for Business Owners
and their Families
• Retainer, hourly or project basis
• Financial statement compilation or review
• Accounting system review and improvement
• Budgeting and performance review
• Communicating with banks and other sources of
financing
• Cash Flow management
• Employee benefits review and improvement
• Property and casualty coverage review and
improvement
• Taxation services
• Planning
• Preparation
• Compliance
• Services for Executives and their Families
• Personal financial planning
• Cash flow management
• Communicating with banks and other credit
sources
• Taxation services
• Planning
• Preparation
• Compliance
