For Small Businesses

Sound decisions for future success.

When you start a business, the financial decisions you make today have far-reaching implications.

As your CFO, I provide services designed with your future success in mind.

I’ll help you determine the best business structure, develop a sustainable business model, identify funding, and establish systems that support your growing enterprise.

And as you grow, I can provide the leadership and services needed for a full-fledged corporation.


Choosing a business entity (e.g., "S" corporation, sole proprietorship, LLC) is a crucial decision that can have long-standing tax implications. I will help you evaluate the pros and cons of each entity type so that you can make the most advantageous decision for your new business.

A comprehensive, well-thought-out business plan helps you clarify objectives, obtain funding, manage operations, market effectively, and achieve financial goals. By providing valuable financial insight and critical feedback, I’ll help you develop a plan from scratch, or revise an existing plan to meet new challenges.

Well-organized financial processes ensure that your day-to-day business operations run smoothly. I evaluate your current processes from a technological and organizational perspective and recommend effective ways to manage your routine financial tasks.

I help you choose and implement the specific accounting system that suits your needs, and also collaborate with legal, insurance, banking, or human resources professionals to establish appropriate administrative systems.

I also educate and mentor your staff to ensure that bookkeeping, payroll management, benefits administration, and other administrative tasks are carried out as efficiently as possible.

If you are thinking of buying a new business, you need to know its true worth, including all assets. I will provide objective analysis and coordination to assist you in the determining the value of any business in which you have an interest.

A critical step in buying or selling a business is structuring the acquisition or disposition process correctly. I can guide you through this process, addressing important issues such as cash flow analysis and tax considerations.

A business can be profitable and still run into trouble due to cash flow issues. I can evaluate and forecast your company's present financial condition, estimate financing requirements, and monitor cash flow sources and uses.

Accounting professionals deal with debt management and financing evaluation issues every day. Let me use my experience to help you secure financing for your business or consolidate your current business debt to a more manageable level.

Forecasting is a necessity when trying to effectively manage and lead a business to profitability. You must know what activities and market assumptions have had the greatest impact on your business’s success, and project them into a model for future growth. Depending on the scale and needs of your business, I can provide simple projections or complex financial modeling.

If you’ve been up and running for some time, in-depth financial reporting of past business activity is extremely useful for making management decisions, and can help you find constructive ways to maximize your company's profitability and efficiency. Management, investors, lenders, and taxing authorities also all need accurate, timely statements of your business’s profitability.