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Part-Time CFO Services

Call Us: (863)944-0408
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Part-Time CFO Services

Part-Time CFO Services


Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.

If you're fortunate enough to be in this position then we have the perfect solution for you. Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits. Our Part-Time CFO services provides you with experienced support at a small fraction of that cost.

Here's what you get with our Part-Time CFO services...

  • More time to focus on new services, new customers and other core business issues.

  • Better understanding of the financial side of your business. So you have less surprises and more control over the money.

  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.

  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans.

  • The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.

  • A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.

  • Training and managing your accounting staff.

  • Improved quality and timeliness of financial information.

  • Budget preparation and monitoring.

  • Profitability analysis by service or product line.

  • Tax saving strategies.

  • Trend analysis.

  • Assistance in defining long-range plans and the quantification of goals.

  • Cash management.

  • Liaison with bankers, attorneys, vendors, insurance agents, etc.

  • Assistance in obtaining financing from banks, including assistance with negotiations.

  • Review/negotiation of insurance policies.

  • Development of company accounting procedure manuals.

  • Analysis of equipment purchases, expansions, etc.

  • Mergers and acquisitions assistance

  • Custom designed collection policies and procedures

If you'd like to learn more about our Part-Time CFO Services please complete this form to get a Free Consultation.

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Steve Odem, IRS Enrolled Agent, IRS Certifying Acceptance Agent, Australian Tax Agent, Tampa and Lakeland, FL

Main office

Kathleen Accounting & Tax Services, LLC
3703 Publix Road
Lakeland, FL  33810
Phone: (863)944-0408

steve@katax.com

Executive 2202 N. Westshore Blvd., Suite 200
Tampa, FL  33607
steve@katax.com

Kathleen Accounting & Tax Service 3703 Publix Rd. Lakeland, FL  33810
Phone: (863)944-0408 | steve@katax.com
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