“Part Time CFO” Services (Membership Retainer Plans)
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…
- increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business
- more time to focus on your business growth – developing new services, attracting new customers, and dealing with other core business issues.
- 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.
- an expert to help guide you through tough business decisions and to help you clarify your business plan.
- a specialist who will train and manage your accounting staff, leaving you with one less aspect of the business to absorb your valuable time.
- enhanced budget preparation and monitoring.
- profitability analysis per type of products and service lines your business offers.
- tips and strategies for saving on taxes.
- assistance in long-range planning and the development and prioritization of goals.
- better cash management.
- a dedicated member of your team to interact with bankers, attorneys, vendors, etc.
- someone to review and negotiate everything from insurance policies to financing options and rates.
- the development of accounting procedure manuals.
- implementation of collection advice policies and procedures.
- analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities.
What our Clients are saying
Legacy is outstanding. They found and taught me things I would have never known. I have never had a better experience with such a qualified and friendly team. Thanks guys, you rock!Robert Lavell
Legacy Financial, specifically Brian Manthe, has been a tremendous blessing. We first met with Brian who helped us create a financial game plan using Dave Ramsey’s methods. This complimentary consultation was hugely beneficial! We implemented what he suggested and were able to purchase our first home. Brian has also done our taxes for the past two years. He is thorough, honest, and great to work with! We highly recommend Legacy Financial!Lisa Bokenkamp