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CFO OnBoard®

Joining forces to accelerate growth

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

We are in unprecendented times.  It is more important than ever, that you reevaluate your strategies and financial plans in the pandemic and post-pandemic economy.  Market dynamics have shifted requiring you to pivot and incorporate new business plans for the future.  CFO OnBoard® partners with you focusing on business recovery, exit scenarios for your existing business as well as repositioning your business for longer-term success.

CFO OnBoard® is tailored for businesses with revenues greater than $500,000+ and you can invest in the level of financial talent and support your business requires. 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.

Please contact us if you are interested in learning more about our CFO OnBoard® partnership.


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.

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