Ensuring Financial Integrity

When you first went into business, was it because you were an expert in your field, or an expert in finance? Unless you have a financial background, you could probably use the help of a financial manager periodically, even if you don’t need or want to hire a full time chief financial officer.

The role of the CFO is toreport accurate financial information, control treasury functions, risk management, economic strategy and oversight of accounting staff.

The Role of a CFO

A CFO can bring a tremendous amount to the table in terms of financial planning and management. Here are some of the things a CPA can do for you in this temporary role:

  • Perform a cash flow analysis reviewing accounts receivable, payable, and inventory anticipating cash need to avoid financial crises. This includes ensuring appropriate procedures and controls are in place.
  • Create a working budget and financial forecast to complement your business plan. This is the road map for your company’s financial future.
  • Negotiate terms for major purchases, leases and financing. It takes experience to create the business acumen necessary to make sound financial decisions quickly.
  • Prepare your business plan or review it with you to help paint a positive picture for potential investors.
  • Take on special projects for which you may not have adequate personnel.
  • Fill a CFO position for you as you recruit for one and assist you with the hiring process.
  • Analyze your financial reports to identify potential issues or recognize growth opportunities.


Your need for CFO services may be for a few hours or several months. Longer assignments are generally billed at lower rates. Contact us for a consultation to discuss the services that would be most beneficial to you and the associated costs.

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