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Part-Time CFO

By referring our Part-Time CFO services to your clients, you will contribute to your clients’ success without the added expense of hiring a CFO. Our team of experienced professionals can also assist with higher level, more specialized CFO and Controller level functions such as reporting and forecasting. Your clients will be positioned to make strategic decisions concerning their growth, and you will benefit from better organized client records.

Features & Benefits

  • Back office support allows you to focus on increasing your more valuable, billable hours
  • Reduce time spent on tax return/financials — receiving information in a format you understand
  • Enjoy cross referral opportunities, easily identified as a member of our program
  • Perform tasks more efficiently — allow us to customize your systems and data to save you time
  • Access to specially formatted reports designed for CPAs to guide clients better, providing them with added services
  • Timely and accurate end of year financial reporting
  • Improved efficiency by automating processes

Private Label

We can function as your entire back office, performing a range of tasks including data entry, reconciliations, tax preparation, reporting, budgeting, forecasting, financial analysis and modeling. Our qualified team of bookkeepers, CPAs, and MBA-level staff will work seamlessly with your company to provide your clients with timely and accurate data and reports, all while packaging our services as your own.

Learn how we can help CPA firms like yours to better serve your clients. contact us today at 954 495 8281.

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