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CFO OnBoard®

Joining forces to accelerate growth

Helping you navigate when you can’t afford to be without a CFO

Most entrepreneurs are excited to transfer the financial management responsibility of their enterprise to someone else. However, trust and cost issues are often challenges in making this happen.

CFO OnBoard® may be the perfect solution for you. CFO OnBoard® allows you to bring on and scale the financial talent you need as your business grows. We have both the skills and experience to win your confidence and trust quickly. Utilizing a matrix chart, we determine the level of CFO OnBoard® support you need and agree on a monthly retainer for services at a level you can afford.


Cash Flow Management

Ongoing Financial Management

General management participation

Business and Organizational Strategy

Business Valuations

Investor and Other Stakeholder Relations

Board development and relations

Contract and Vendor Negotiations

Compensation Plans

Support Capital Raising Initiatives

Business Presentations

Tax Minimization and Compliance

Legal Compliance

Business Insurance Review

Business Development


Budgets and Financial Planning

Financial Reporting and Analysis

Financial Modeling


Virtual Accounting and Bookkeeping

Payroll Management Including Tax Reporting

Customer Invoicing and Collections

Bill Payment and Accounts Payables

Monthly Close and Reconciliations

Let us help you grow.

— Have a question about our services?
— Interested in learning more about our online courses?
— Looking to partner with us in promoting economic development and addressing social challenges?

Depend on highly experienced professionals to provide the financial insights your organization needs to grow and thrive.

Contact us today


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Thank you.