CFO
Services

When businesses are in their prime growth period, the last thing they want to be doing is increasing their expenses with expensive staff on the payroll.

But not having the expertise of those staff can often limit the business and its potential. This is why CFO services offered by Peter is the ideal way to bridge the gap between growing and hiring someone with the expertise to help in that growth.

Hire Peter as your part-time CFO at a fraction of the cost of hiring someone full-time and benefit financially from having the expertise on your team.

Peter’s CFO services include

  • Forecasting
  • Company-wide KPIs
  • Cash flow management
  • Financial statement preparation
  • Bank relationships
  • Paying bills
  • Invoicing clients
  • Payroll management
  • Employee expense tracking
  • Business and personal tax returns

You are partnered with Peter and his team of accountants and to work hand in hand with you guiding you and your business to success. The process is constantly ongoing and you will always have a direct point of contact any time you need to speak to us.

Weekly leadership council meetings are held to discuss the happenings in the business and the meeting is a chance for us to listen and provide financial insight as needed.

We will also keep you up to date on the business’ current cash standing as well as inform on anything we are working on. This is the time to discuss policies and the financial-related arm of the organization.

Our CFO services could be just what your business needs if:

  • Your service-based business is growing enough to need professional financial advice but not to the point of having a full-time CFO;
  • Your business is looking to replace an existing CFO without bringing in another on-site CFO

Our services are designed to offer your business the strategic support at an affordable cost.

Having a CFO on your team means you can eliminate any financial surprises that tend to pop up along the way and 

you’ll be able to concentrate on doing what you do best for your business knowing your finances are in good hands.