The Help You Need, the Service You Deserve

We offer a broad range of services to help you secure a sound financial future. You've worked hard to get where you are. You deserve a firm that works hard for you.

Part-Time CFO Services

Part-Time CFO Service in Warwick, RI

Do you have a growing business that would benefit from in house professional financial guidance? If you aren't ready for a full-time CFO or controller, we have the perfect solution for you. Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success,at a fraction of the cost of a full time CFO.

Here are some of the ways we can help your business:

  • Accurate and timely financial information that gives you a better understanding of the financial side of your business
  • More control over your cash flow and fewer surprises.
  • Budget preparation and monitoring for better financial management.
  • Our professional insight and experience to improve decision making.
  • More time for you to focus on new customers, new services, and growing your business.

Some of the processes and procedures that we may use to accomplish this include:

  • Establishing strong financial controls in your business.
  • Training and managing your accounting staff.
  • Profitability analysis by service or product line.
  • Tax saving strategies.
  • Trend analysis.
  • Assistance in defining long-range plans and the quantification of goals.
  • Cash management.
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.
  • Assistance in obtaining financing from banks, including assistance with negotiations.
  • Review and negotiation of insurance policies.
  • Analysis of equipment purchases, expansions, and more.
  • Mergers and acquisitions assistance.
  • Custom designed collection policies and procedures.

If you'd like to learn more about our Part-Time CFO Services, please call us or complete this form to get a Free Consultation.

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What Others Say

"Your firm has done much more for us than put the numbers in order; you have eased our minds for the future and allowed us to gear ourselves to thrive in the upcoming years. We feel comfortable asking questions, we truly believe that you want us to succeed, and we can focus on our business because of that."

"Many thanks for all the fine work you did on my tax returns. I am very grateful."

"Now that the dust has settled with the sale of my business, I wanted to take a minute to truly THANK YOU. You cared beyond what is required, and I will not forget that. Of all the business relationships that I have built, I am so fortunate to have you in my corner."

"Neil and his firm have been instrumental in helping several of my clients get their financial house in order. He is a consummate professional and an asset to the lending community."