As your business continues to grow, your operations become increasingly more complex. Many successful companies choose to work with an interim, part-time, or project-based CFO for a fraction of the cost of a full-time CFO. An outsourced CFO or Chief Financial Officer is responsible for overseeing the financial operations, accounting, taxes, and consulting services on a part-time or interim basis for businesses of all sizes. A part-time CFO provides an impartial viewpoint that directs your business towards a profitable outcome. Hiring an independent accounting firm in Utah, like Incite Tax offers CFO services that will help you gain clarity over your financial situation.

OUR OUTSOURCED CFO SERVICES INCLUDE:

  • Monthly and quarterly financial reviews

  • Design key business reports like budgets and forecasts

  • Analysis of equipment purchases, expansions, etc.

  • Mergers and acquisitions assistance

  • Develop a financial road map for your company

  • Work with your investors and lenders

  • Review and negotiation of insurance policies

  • Help build debt repayment plans

  • Find ways to improve long-term sustainable profitability

  • Assistance in obtaining financing

  • Development of company accounting procedure manuals

  • Vendor and customer relationship management

SOME OF OUR COMMON CFO PROCESSES AND PLANS INCLUDE:

  • Design and implementation of accounting systems

  • Financial reporting

  • Internal control review and design

  • Monthly and annual statements

  • Ratio analysis

  • Key performance indicators

  • Tax compliance

WE ALSO INCLUDE STRATEGIC PLANNING:

  • Benchmarking, forecasting and budget planning

  • Tax planning and tax strategies

  • Annual business planning

  • Compensation planning

  • Benefits planning