Senior financial leadership, without the full-time salary.
For businesses that have outgrown bookkeeping but don’t need a full-time CFO. You get experienced people who know your numbers month by month, for one fixed monthly fee.
Outsourced CFO · Kelly Reinhart, CPA
Where the business is headed.
- Cash flow and forecasting
- Lender and investor relationships
- Entity structure and the tax that follows from it
- Strategic planning with the owners
- Preparing for a sale or an acquisition
Outsourced controller · Renée Gerard-Reinhart
How the numbers get made.
- Month-end close
- Financial reporting you can steer by
- Internal controls sized to a small business
- Managing the accounting function and your in-house staff
You shouldn’t have to choose between a bookkeeper and a full-time CFO.
Most growing businesses need part of a CFO and part of a controller, not all of either. We provide the part you need, and the bundle grows with you.
How the bundle works →Let’s talk about your business.
A first conversation costs nothing and commits you to nothing.