WHY US
You Started Your Business With a Dream... to Have a Life that YOU CAN CONTROL!
All work is NO fun…
Little time for family is FRUSTRATING…
Constant worry can be SCARY, and STRESSES You Out…
You Deserve Better! And you CAN Have it All!
Outsourced CFO Consulting Services For Your Business
Become the Successful CEO That Everyone Wants to Work For!
Let's get Your CFO in place today
We here to help you 24/7 with experts
We Want You to Succeed.
Your Success is Our Success
30+ Years Experience in SMB- Former Small Business Owner
- 4-Time Chief Financial Officer
Services
Here Are Many Ways Your CFO Partner Can Help
Outsourced CFO
Your CFO will be your strong right arm offering suggested and advice. Make more informed business decisions.
Processes and Systems
Everything has a process. Understanding your processes is your greatest opportunity to create efficiencies and cost savings.
Bookkeeping
All financials reviewed by a senior accountant with a formal report which we review with you. We make sense of the numbers so you don't have to!
All businesses need money to grow. SBA loans, Lines of Credit, Equipment Loans - easy process and quick decisions.
Business Planning
All great outcomes start with a goal and a plan. These will be your benchmarks against which to compare results.
Financial Analysis
Key performance indicator (KPI) identification and dashboard development. Put your business on autopilot!
We manage the nuts and bolts of payroll AND the regulation and reporting so you don't have to.
Corporate Branding
We create your corporate image including logo, web design, and social media to ensure you're always recognizable.
How It Works
Our Working Process - How We Work For Our Customers
We Help You Identify Your Key Business Drivers
What You Receive
- Access to the senior financial leadership talent you need
- Additional skills and knowledge at your fingertips – process improvement, systems, regulatory, etc.
- More time to plan and less time fighting fires
- A great right arm to share the burden, brainstorm with, do analysis and make decisions with
- A KPI dashboard to manage daily – if on track, relax; if off track – evaluate and adjust
- More time to enjoy life and family
- More money to enjoy the life you envisioned when you started your business
- Feel under control
Everyone Needs a CFO
But You May Not Need Them Full-Time.
Every business and entrepreneur needs senior financial leadership.
A CFO is a strategic thinker who is a trusted resource and collaborates with the business owner as a great “right arm”.
The CFO understands what keeps the owner up at night and what they worry about.
Testimonial
What Our Customers are Saying
William is a remarkable entrepreneur and business leader with a broad range of experience and expertise in areas from finance to business development in start-ups and growth-oriented companies.He has a thoughtful approach to business which translates to the ability to define the best solutions for his customers based needs and value. I strongly recommend William as a business associate and trusted partner. He is world class!
Jamie Glass
Chief Marketing Officer, Artful ThinkersWilliam exhibits everything a company would want as a highly competent CFO and more. Not only is he meticulous and granular with financial reporting, forecasting, budgeting, and financial management, he is a true strategist that drives the implementation of those thoughtful strategies with a keen focus on profitability and efficiency. He is always extremely prepared and understands what’s needed to get the most benefit from our partnership. What makes William quite unique is that, as experienced as he is, he also is very coachable and humble. He is a true leader and an amazing asset!
Dan Goldberg
Senior Vice President, Pinnacle BankWilliam is a consummate professional and a strong leader. Each organization brings its own unique set of challenges and company politics. William has been more than up to the challenge has made significant contributions helping to manage eight businesses within six industries requiring the ability to lead others. In addition to the many accomplishments, William is a great strategic partner for me, a great addition to the executive team and a great asset for the Corporation. I have enjoyed his partnership and counsel this past year. and welcome the opportunity to do so again.
Kevin Lombardo
CEO, Dorn CompaniesQUESTIONS?
Everything starts with a conversation. If you’re an entrepreneur and small business owner, let’s explore how Outsourced CFO Consulting can help you "become the CEO that everyone admires."
