We will train you and / or team members on various financial skills such as creating budgets or using software such as Microsoft Excel or QuickBooks. Training can include printed documentation or video screen capture. Download a sample QuickBooks reference guide


If you are looking for a team member we will review the job description, develop a recruiting strategy, review resumes, conduct skills assessments, and assist with the technical skills part of the interview process.

Second Opinions

Already have a CFO or CPA, but concerned that you are getting full use of their services or that they are the right fit for you? Small Business CFO will privately meet with you to discuss what your business requirements are and give an independent assessment. Be assured that this will be conducted with the utmost confidentiality (see Frequently Asked Questions for more about our confidentiality standards).