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CFO ADVISORY

 

THE SOLUTION FOR TODAY'S SMALL TO MID-SIZE BUSINESS

Business owners know they need professional financial and accounting personnel to handle their day-to-day management, but the cost of hiring a qualified CFO, Controller, Accounting Manager, or Tax Manager might be prohibitive.  We can help.  Our CFO Advisory services can include:

  • Accounting assistance & bookkeeping

  • Budget preparation and monitoring

  • Cash flow modeling

  • Financial statement preparation for internal use

  • Internal controls implementation 

  • Profitability & expenditure review

  • Tax advice and efficient planning

  • Relationships with bankers, attorneys, and insurance agents to help with business needs

  • Weekly or monthly in-person meetings (depending on client preference) to discuss financial performance

Address

60 West Street, #1621, Annapolis, MD

Contact

Phone: 410-353-7860

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