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CFO Services

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 assists management in all respects 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. 
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.

Financial Recordkeeping

Financial Recordkeeping keeping a record of your income, expenses, assets, liabilities, and cash flow, and analyzing them for you. You need to know all of the above to create a budget and to use it as a tool to keep you focused on the priorities identified to be most pertinent. So you see the numbers you want to see every month, in a professional, easy-to-understand format. Our financial management services include: Corporate / Partnership and Individual Tax Planning, Preparation of Federal / State and Local Returns, Sales and Use Tax Reporting

Government Contractor Solutions

The environment of government contracting is highly regulated. Every decision can have serious consequences. That is why BusinessWise is here for you. We not only do our best in order to our customers meet the requirements, we also recommend and implement practical solutions designed to maximize profitability while minimizing risk. 

Capital Formation

We recognize the unique business challenges faced by this industry, such as FAR, CAS, and DCAA Audit compliant financial reporting systems, having a proper indirect rate structure to increase competitiveness and profitability, securing adequate financing to ensure availability of adequate…

Management Consulting Services

Whether you are just starting a business or looking for ways to boost the earnings of your existing business, BusinessWise CFO is here to advise you. We listen to your needs and help you to make the best decision in order to increase your productivity, to maximize your investments or reduce operating costs. Through of a better understanding of your way of working, your business is in good hands with BusinessWise CFO to keep growing. 

A/R and Collection Services

Many firms offer a variety of services to assist directors. BusinessWise CFO, a Fiducial Company, is the only firm with roots in A/R Services and Collections. Our knowledge and experience in the funeral business helps us to provide complete collection services while combining efficiency, respect and professionalism in dealing with your clients.

M&A and Exit Planning 

Preparing to sell a business that you have built from the ground up can be an overwhelming and emotional process, especially, while still dealing with the rigors of actively running that business on a daily basis. But do not worry, we will facilitate the process by guiding our clients through our transformative, multifaceted corporate decisions.



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