Part-time CFO Services

You Get All the Benefits of a Full-Time CFO…
At a Part-Time Price!

At some point, your business will reach a point where it would benefit from the advice of a full-time Chief Financial Officer, but you won’t quite be ready to spring for the near $100,000 price tag (plus bonuses and benefits).

Congratulations if your business has reached this point!

We are pleased to be able to offer you the benefits of a CFO without the hefty price tag.
Our part-time CFO services provide you that valuable financial advice at a fraction of the cost – a perfect bridge for this stage of your company’s growth.

With our part-time CFO services, you can expect to see…

9

Increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business

9

More time to focus on your business growth – developing new services, attracting new customers, and dealing with other core business issues.

9

An enhanced understanding of the financial side of your business, giving you the power to manage the hard and true numbers of your financial picture to obtain the best benefit for your business.

9

An expert to help guide you through tough business decisions and to help you clarify your business plan.

9

A specialist who will train and manage your accounting staff, leaving you with one less aspect of the business to absorb your valuable time.

9

Enhanced budget preparation and monitoring.

9

Profitability analysis per type of products and service lines your business offers.

9

Tips and strategies for saving on taxes.

9

Assistance in long-range planning and the development and prioritization of goals.

9

Better cash management.

9

A dedicated member of your team to interact with bankers, attorneys, vendors, etc.

9

Someone to review and negotiate everything from insurance policies to financing options and rates.

9

The development of accounting procedure manuals.

9

Implementation of collection advice policies and procedures.

9

Analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities.

Let Us Help:

How Castle Rock Givers Can Guard Against Fake Charities

There’s been an extraordinary surge of fakers this year. The explosion of AI along with more sophisticated scams can make it feel like you have to look under every rock. While Biden is enacting a presidential order to demand some accountability from the big...

Preparing for Disasters: A Guide for Castle Rock Residents

Though last month was officially National Preparedness Month, it’s sad to think that just about every month these days reminds us about preparing for disasters, from hurricanes on the East Coast to wildfires in the West to tornadoes in the middle.Last year,...

How the Government Shutdown Affects Castle Rock Taxpayers

This week, my staff and I are pausing to celebrate that the chapter has closed on 2022’s filing. It was probably over for you back in April, but my team just wrapped that up for some of our Castle Rock clients who needed to file extensions. Of course, we’ll be...

When to Take Social Security: Tips for Castle Rock People Nearing Retirement

This weekend’s events in Israel have been very difficult to take in. Seeing the violence and hearing the stories have been heartbreaking, to say the least. Our thoughts go out to the innocent Israelis and Palestinians suffering through the attacks in Gaza and other...

Mobile Tax’s Case for Paying Federal Income Tax

Here we are in October. I know what you’re thinking… already?! Yes, already.And with the way time seems to race by in the last few months of the year with Castle Rock holiday celebrations and gift buying and all the other little tasks, you’ll be thinking the same...

Getting into Giving: A Castle Rock Taxpayers Guide 

As I’m finishing off 2022 tax filing for Douglas County clients who requested extensions — if you’re in the extension crowd and haven’t talked to me about this yet, schedule something right away — it’s got me thinking about what’s coming. Let’s take a look.1099-K for...

Combating Tipping Culture’s Impact on Castle Rock Wallets

Let’s start today with a reminder. If you filed for an extension and haven’t yet submitted your 2022 taxes, the deadline for doing so is coming up quickly. Let’s get things settled before October 16: calendly.com/davidforney And beyond that, the moratorium on paying...

1099-K Reporting Requirements: Clearing Up Confusion for Castle Rock Taxpayers

The anniversary of 9/11 always reminds me that our lives can be changed dramatically in the span of a day. We could not have imagined on September 10 that such tragedy would strike or that so many people’s lives would be changed. It’s one of the reasons it’s so...

Castle Rock Car Shopping in 2023

Enjoy your long weekend soaking up the final vestiges of summer? Last minute visits to your Castle Rock pool, outdoor amusements, a little grill-out … maybe buying a new car? Typically Labor Day is one of the biggest car shopping days of the year. As dealers look to...

What Rising Mortgage Loan Rates Mean for Castle Rock Home Shopping

It’s almost September as I write this. First, I need to remind you that the filing deadline for tax extensions is nearing. October 16th will be here before you know it: calendly.com/davidforney  If you’ve comfortably waited around at home thinking you have plenty of...

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!