We recognize that each company has a unique set of challenges from lack of accurate reporting to acquiring necessary funding to grow the company. An ideal CFO provides clarity and assists the company’s management in making informed decisions and allowing the company to maximize its profitability and cash flow.

We serve companies with annual revenues ranging from zero to more than $50 million and often find them spending several thousand dollars in salaries and benefits just to have a glorified bookkeeper who does not take the time to create meaningful reports, provide recommendations in terms of financial management, tax planning, and other compliance issues faced by the company.

Our team of highly qualified personnel bring with them a diverse mix of accounting, financial, and management experience to assist you in helping your business reach its fullest potential.

Our value proposition is simple: Why pay twice as much for a full-time CFO when you can use locally outsourced CFO Services provided by certified professionals at half the cost?

Our Areas of Expertise Include:

    • Assessment and Recommendations on Existing Financial Reporting Policies and Procedures
    • Customization of Accounting and Reporting Systems to Accomplish Client Goals such as: Divisional Reporting, DCAA Compliance, Development of Provisional Rates, etc.
    • Dedicated team to perform on-site and off-site accounting using all major softwares including Deltek and QuickBooks
    • Regular meetings with Senior Management to review the financial reports and discuss practical solutions to improve financial performance
  • Assistance in Securing Short-Term and Long-Term Funding
    • Assistance in Corporate Tax Planning
    • Provide Other Support as Agreed Upon in the Engagement Letter

Are You Happy With Your Current CFO?

The title Chief Financial Officer entails much more than knowledge of accounting. An ideal CFO assists management every step of the way from developing a budget to providing management with recommendations on improving profitability and cash flow to effectively negotiating with banks and investors to secure financing.

At BusinessWise CFO, a Fiducial Company, all CFO Services work is reviewed by three layers of management, including the owner of the firm, who is a Certified Public Accountant and Certified Global Management Accountant. We will not only provide you the relevant reports but will meet with you regularly to discuss the results and provide you practical solutions aimed at turning your financial goals into a reality.

There Is No I In Team

We completely understand your efforts to stay within your budget and allow your employees to work with us. Our goal is to increase the overall employee productivity by creating standard operating procedures to promote accountability and eliminate inefficiencies. We also strive to uncover ways to reduce the administrative burden on management so they can get back to doing what they do best-growing the company.

BusinessWise CFO, a Fiducial Company is not a staffing agency. We do not have a database of professionals whom we place at your office. The person you will work with is a full time member of our team supervised closely by the owner of our firm; to whom you will have direct access to at all times – your financial wellness is our responsibility and we take great pride in our work performance.

Does My CFO Need To Be A CPA?

With a CPA as your CFO, you have a licensed professional who is governed by the professional and ethical standards as prescribed by the respective State Board of Accountancy and The American Institute of Certified Public Accountants. They are also required to engage in continuing education to ensure they are up to date on new developments in the field of accounting, finance, and regulation, providing you the peace of mind that you are getting the most accurate and cutting-edge advice. Would you go to a non-licensed doctor to operate on you? If not, why would you let a non-licensed “accountant” advise you on your business?

Your CPA will acquire a thorough understanding of your business help you develop a roadmap to achieve the goals that you work so hard for. Our recommendations are based on combination of several important factors whether it be ensuring that you are engaged in proper tax planning throughout the year or that you have sufficient cash flow to support that new contract.

BusinessWise CFO, a Fiducial Company’s CFO Services are here to help you realize these goals at half the cost of hiring a full-time accountant.