Would you like to have access to the consulting expertise, but on a regular, long-term basis? Small Business CFO’s provides outsourced CFO programs on a weekly, monthly, or quarterly basis. The regular contact between CFO and the entrepreneur provides the CFO regular updates on the business, gives them frequent updates on financial performance, and in return enhances their ability to advise the business on financial management strategy and issues.


This hands-on service is comprehensive and covers the following areas of financial management:

  • Maintaining systems
  • Budgeting
  • Cash flow management
  • Management accounting
    • Accounts Receivable
    • Accounts Payable
    • Payroll management, coordinated with payroll service
    • Maintaining accruals (fixed asset schedules, prepaid expenses, deferred revenues)
  • Financial reporting to management and tax advisor
  • Bookkeeper management
  • Risk management, coordinated with insurance agents and attorneys

Monthly and Quarterly Reviews

The core of each program involves a review of financial statements for bookkeeper accuracy, a summary analysis of performance, an updated cash flow forecast, and a conference call to review the findings and discuss issues.  If there are issues that arise that you need addressed, Small Business CFO is able to assist since we are already familiar with your business and operating environment.

» Read what Maureen Isern has to say about her CFO.