Services
Your Outsourced CFO has a complementary network of individuals and businesses to connect with clients. We act as a liaison between our clients and a cadre of external experts to work together towards client needs and objectives. The following services are often referred to our clients based on request:​
COMPANY PHILOSOPHY
​​​​“Your Outsourced CFO is your guide for the financial process and strategy allowing yourself and your company to progress from initial financial competency to ultimate clarity for business growth.”
Legal
Corporate |Trademarks | Copyright | Patents| Real Estate| Mergers & Acquisitions | Estate Planning
Financial
Buy/Sell Agreements | Funding & Review | 401k, 403b, Simple IRA, SEP | Business Exit & Succession Planning | ESOPs | Business Valuation | ​Personal Financial Advisor​ | Estate Planning
Accounting
Tax Returns | Audited & Reviewed Statements | Strategic Tax Planning Experts | Internal & Remote Bookeepers
Banking
Credit Lines |Commercial Loans | Checking and Saving Services | Mortgages
HR
Employee Policies/Handbook Drafting | Job Descriptions | On Site Training | Candidate Assessment and Interview Support
Technology
Needs Assessment | Cloud Based Server Environments |
​IT Management and Support
Health & Life Insurance
Employer Sponsored Plans | Volunteer Benefits | Disability & Long-term Care | Compliant Health Reimbursement
Business Insurance & Risk Management
Key Person (Man) Planning | Property and Casualty | Professional and Cyber Liability