Part-time CFO Services

You Get All the Benefits of a Full-Time CFO…
At a Part-Time Price!

At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the near $100,000 price tag (plus bonuses and benefits).

Congratulations if your business has reached this point!

We are pleased to be able to offer you the benefits of a CFO without the hefty price tag. Our part-time CFO services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your company’s growth.

With our part-time CFO services, you can expect to see…

  • Increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business
  • More time to focus on your business growth – developing new services, attracting new customers, and dealing with other core business issues.
  • An enhanced understanding of the financial side of your business, giving you the power to manage the hard and true numbers of your financial picture to obtain the best benefit for your business.
  • An expert to help guide you through tough business decisions and to help you clarify your business plan.
  • A specialist who will train and manage your accounting staff, leaving you with one less aspect of the business to absorb your valuable time.
  • Enhanced budget preparation and monitoring.
  • Profitability analysis per type of products and service lines your business offers.
  • Tips and strategies for saving on taxes.
  • Assistance in long-range planning and the development and prioritization of goals.
  • Better cash management.
  • A dedicated member of your team to interact with bankers, attorneys, vendors, etc.
  • Someone to review and negotiate everything from insurance policies to financing options and rates.
  • The development of accounting procedure manuals.
  • Implementation of collection advice policies and procedures.
  • Analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities.

Let Us Help:

How a Continuous Audit Helps Your Northern Florida Business

My quick take on SVB: Don’t let it rob you of your focus for building the business under YOUR control.In other words, let noise be noise … and focus on what’s most important: your immediate world.But I will say that this crisis is a perfect example of why you should...

My Northern Florida Small Business Health Quiz (Part 2)

Just ONE WEEK until S corp (1120S) and partnership (1065) returns are due. If we have not heard from you yet this year, we will need to get an extension for your corporate return. Please touch base with us when you can and we'll get you on the schedule to get your...

My Northern Florida Small Business Health Quiz (Part 1)

For the dog lovers out there, this is Leo The Legendary, the Porter Family's English Setter:Something a little different for you today. A quiz you’ll actually find useful (unlike all those BuzzFeed ones about which vegetable are you most like). Taking a minute to...

Collecting Payment the Smart Way in Your Northern Florida Business

Who can believe that it’ll be one year this week since the war in Ukraine began. Unfortunately, it doesn’t seem like there’s an end in sight — a heavy realization for those caught in the crosshairs of it all…Looking back to last February, I can say it’s been a...

ProActive Tax & Accounting Wants to Know: Got a Business Exit Strategy?

The big day is almost here. The Super Bowl. And maybe you’re not paying attention because you don’t really care about football, but here’s why you should…The weeks leading up to the Super Bowl — and of course, the event itself — mean big money for not only the...

Anticipating First-Year Expenses When Opening a Northern Florida Business

From Springsteen's Orlando show on February 5, four members of the Porter clan plus old friends. Great encores on this tour!And now, on to this week's topic…It’s February and love is in the air. (So are taxes. And Super Bowls.)Flowers and chocolates showed up on desks...

Remote Work & Your Northern Florida Business Insurance Policy

Apologies for no email last week! But welcome to a Super Bowl week edition of the Real World notes. Now that the calendar has turned to February and we have logged the first month of 2023 results, this is your opportunity to get a better picture of your financial...

ProActive Tax & Accounting’s 7 Keys to Lowering Shipping Costs

Shout out to Springsteen fans out there on the backstreets! Bruce and The E Street Band will embark on their first tour in six years next Wednesday in Tampa. To commemorate the occasion, here are my Top Ten Springsteen Songs (Modern Era - 2002 to present):10. Long...

Hiring a Consultant for Your Northern Florida Business

Coming to you on a very cold Tuesday, hoping that 2023 has been good to you so far. I just got back from a weekend at Rosemary Beach in the panhandle with my wife and one of our daughters from New York City and now I'm truly ready for tax season. Looking forward to...

Mastering Your Northern Florida Business Phone Answering

How is your year starting out? Hopefully better than TCU's…We’re into week 2 of 2023 … would love to hear back from you on what are the challenges you’re facing in your Northern Florida business finances right now. Relatedly, what are your customer service goals...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!

Contact Us