Part-Time CFO Services

In-depth financial analysis is crucial for businesses to assess their performance and identify areas for improvement.

By analyzing reports, businesses gain valuable insights into their profitability, liquidity, and overall financial stability, enabling them to make strategic decisions and drive growth.

These services include:

  • Financial Analysis

  • Budgeting

  • Realistic Goal Planning

  • Setting Key Performance Indicators (KPIs)

Part-Time CFO Services that work for YOU!

Do you track only your expenses in Excel (or by hand), or do you wait until the end of the year to hand over a stack of receipts and a list of expenses to the tax preparer? If so, there is so much valuable information that you are missing throughout the year.

Often, small business owners will prepare their own books (or have a bookkeeper) and never look at their financial statements because they never learned how to read them correctly. Your company's health is determined by more than a positive bottom line and money in your bank account. 

In the Books CPA Services offers part-time CFO services to small businesses so they can access the same financial tools as big corporations without the cost of hiring another full-time employee.

Having someone to help you understand your financial information can unlock a new level of insight into your business performance and its sustainability. Additionally, it empowers small business owners to take control of their finances, gauge their financial health, identify areas of improvement, and make informed decisions to drive growth and profitability.