Need CFO-Level Services
without a CFO Salary Price Tag?
Do you need help in financial areas such as cash flow, interpreting financial statements, or setting up key performance metrics?
Is your business too small for a full time CFO, yet in increasing need of more financial expertise and guidance?
Could you use professional accounting and financial advice in your small business?
If you said yes to any of these questions, then you may benefit from our CFO services. We can help you fill in the missing management-level gaps in your accounting team without you having to pay expensive full time executive level salaries.
Keeping the Cash Flowing
One of the most challenging tasks of small business owners is managing their cash balances. We can help you get the right tools in place so you can stay on top of your cash. Whether it’s setting up the right reporting, creating forecasts, or preparing a loan package for your local bank, we can help you keep your cash flowing.
Behind the Controls
Small business accounting functions often lack the internal controls and procedures to help prevent fraud, theft, and other risks to your hard-earned assets. That means your business assets, from cash to inventory to receivables, could be at greater risk of being mis-handled.
We can review the duties of each bookkeeper and make suggestions to procedure changes that will lower your risk and help you better protect your business assets.
Do you wonder which product or service line is the most profitable for you? We can perform an analysis of profitability by location, product, employee, or whatever grouping is meaningful for you. This information will help you make better decisions about your revenue mix and make your business more profitable in the long term.
Process Development and Improvement
Are there any areas in your accounting functions that are undocumented? We can help you write a procedures manual for those areas.
We can also take a look at areas within your accounting system that are costing you more than they should be. These could include areas of duplicate data entry, time spent on manual reports, and bottlenecks in general. We’ll suggest improvements that can save your time and money and keep your bookkeeping bill as low as possible.
Planning and Budgeting
Do you know exactly what you want your business to look like in three to five years, but are not sure how to get there? We can help you make sense of the financial piece of planning so you can achieve your dreams.
In the short term, we can also help you create a budget for your business so you can control expenses and see where you stand relative to your goals.
Real Estate and Equipment Acquisition
Planning a large investment? We can help you compare and evaluate your options from a financial standpoint so you can make an informed decision.
If you don’t have the time or expertise to train your bookkeeping or accounting staff, we can provide the training they need to become proficient in their accounting duties.
It can be difficult to find good advice when you are in business for yourself. Friends and spouses who are not self-employed don’t often understand the decisions we make. As a fellow small business owner, we can act as a sounding board for your business ideas.
“I have used the services of Montecino & Ciaccia personally and professionally and have received quick responses, professional courtesy, and treated like I am a valued customer at all times. I highly recommend them.” – Richard Lane, Business Banking Relationship Manager, M&T Bank
“Contacted Charles for an IRS issue we had about a 941 payment problem. He worked hard to minimize the damage as it was an error on their part. After that he, and his firm, handled all of our business’s accounting needs for 5+ years and was nothing but professional. I would highly recommend him for any business or personal accounting needs you may have.” – John Berger, Impact Collision Center Inc.
“On behalf of our company, Oasis Illusions, I thought it time to take this opportunity to thank you for several years of service. You and your experienced staff have served us well. You have aptly handled all our payroll needs, and even sent friendly reminders when I’ve been late providing you my payroll information. The information you provide each payroll, each quarter, and annually allow me to accurately track our payroll expenses, while satisfying the various agencies’ deposit requirements. As our company grew from having two on payroll to eight your handling of all payroll related matters allowed us to concentrate on our main business needs.”
“You and your staff went above and beyond my expectations in dealing with the Federal IRS and state agencies starting 2 years ago. Out of the blue the federal IRS changed my employer ID number in the middle of the year. This in turn caused a myriad of problems to various reporting agencies. Without your steadfastness and expertise I would have been helpless to answer all the computer generated requests, threats, and plain ole non-sense it caused. But, your office handled each notice with professionalism toward these agencies and myself. For all these reasons, and probably more, I am grateful for your services.” – Bob Wear, President and Owner, Oasis Illusions, LLC