Client Comments
Professional Service Firm:
"CFO|Solutions helped
my business cut our outstanding receivables in half. They implemented
a record keeping process which provided better financial information
than I’ve had in years. They have helped me implement an
expense policy, an expense reporting system, and a 401k. They
provided invaluable advice as I set up a South American Subsidiary.
My CFO from CFO|Solutions provides trusted advice and insight
on issues as broad as finance, reporting, tax analysis, contract
review, and even managing staff. Because he serves several small
businesses, I know he sees issues that can help me in my business
and I can afford his advice because he’s part time."
A Construction Company:
"My bookkeeper has struggled
for years with some of the more detailed issues of accounting.
My CFO from CFO|Solutions has helped my bookkeeper fix several
items on our balance sheet. I know that I have a much better
view of the business when I review reports. My CFO has also helped
me commit some of my goals and ideas to paper by developing a
business plan. This business plan was key in securing a credit
line from my bank to replace my credit card debt and to ensure
I would have cash to pay my employees and suppliers when I’m
at the bottom of my cash cycle. I was worried that my CFO did
not have experience in my industry. I have realized that he brings
broad financial expertise which compliments my understanding
of my industry.”
Investment Management Firm:
"Because of all of
the changes in the accounting field over the last several years,
we needed someone to help us prepare financial statements for
several investment funds. We have a full time bookkeeper who
can handle the day-to-day activity throughout the year. CFO|Solutions
worked with us to develop a plan to review and oversee our bookkeeper’s
activities throughout the year. At year end, CFO|Solutions prepares
our financial statements and handles most of the detailed interaction
with our external auditor. CFOS provides the right solution for
our situation and they also offer insight and ideas that have
been helpful in other aspects of our business."
Educational Software Developer:
"We have outsourced our
bookkeeping to CFO|Solutions. Our bookkeeper was great at QuickBooks
but had trouble understanding some of the nuances of our business.
Our CFO from CFO|Solutions understands the business issues and
ensures the bookkeeping is done to support our business and information
needs. By outsourcing our bookkeeping, we have gotten better
financial information and a CFO that can help us understand it."
|
