CFO Services

You Get All the Benefits of In-house CFO Services…
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) for those CFO services.

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…

9

Increased ease at knowing an expert is on the team overseeing and protecting the financial side of your business

9

More time to focus on your business growth – developing new services, attracting new customers, and dealing with other core business issues.

9

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.

9

An expert to help guide you through tough business decisions and to help you clarify your business plan.

9

A specialist who will train and manage your accounting staff, leaving you with one less aspect of the business to absorb your valuable time.

9

Enhanced budget preparation and monitoring.

9

Profitability analysis per type of products and service lines your business offers.

9

Tips and strategies for saving on taxes.

9

Assistance in long-range planning and the development and prioritization of goals.

9

Better cash management.

9

A dedicated member of your team to interact with bankers, attorneys, vendors, etc.

9

Someone to review and negotiate everything from insurance policies to financing options and rates.

9

The development of accounting procedure manuals.

9

Implementation of collection advice policies and procedures.

9

Analysis of everything from equipment purchases to expansion plans and mergers and acquisitions possibilities.

Let Us Help:

Wilmington Small Business Holiday Expenses: What Can I Deduct On Taxes?

Key TakeawaysCompany-wide holiday parties for employees are generally 100% deductible, as long as they’re not exclusive to owners or managers. Meals with clients are typically only 50% deductible, and entertainment remains 0% deductible. Employee gifts can...
Read More

Can Wilmington Investors Use Losses To Lower Capital Gains Federal Tax?

Key TakeawaysYou can sell losing investments to realize a capital loss that offsets taxable gains. If your losses exceed gains, you can deduct up to $3,000 against ordinary income ($1,500 if married filing separately). Unused losses carry forward...
Read More

Daniel Hayes’s Perspective: What Are The Most Important Cybersecurity Measures for Small Businesses?

Key Takeaways Create a written data protection policy. Every employee should know the rules for handling sensitive data. Back up data regularly with secure cloud services or encrypted physical backups. Encrypt everything so stolen data is useless to...
Read More

Can End-Of-The-Year Giving Mean Tax Deductions For My Wilmington Business?

  Key Takeaways Your business can give back and receive tax benefits if the donation is correctly structured and documented. Charitable contributions to qualified 501(c)(3) organizations can be deductible, but how you claim the deduction depends on your business...
Read More

The Work Opportunity Tax Credit: Year-End Hiring Benefit for Wilmington Businesses

Key TakeawaysYes, the WOTC applies if you hire someone before December 31, 2025.  You must submit IRS Form 8850 to your State Workforce Agency (SWA) within 28 days of the new employee’s start date. The credit can be worth up to $2,400 per eligible...
Read More

Why Cash Flow Management Is Important At Year-End in Your Wilmington Business

Key Takeaways Profit doesn’t equal liquidity: You can look great on paper (i.e., profitable) and still run out of cash. Year-end cash flow management is about accelerating what comes in and strategically optimizing (delaying) what goes out (legally, of...
Read More

What Year-End Moves Can Protect Wilmington Owners From Form W9 Mistakes?

Key TakeawaysKeep every contractor’s Form W9 on file before the first payment. If your contractor won’t give you a W9, be persistent. The IRS requires a three-step written request process. Use the IRS TIN Matching tool before filing your 1099s. It...
Read More

Changing Your Business Entity Means A Lower Tax Bill, Wilmington Owners

Quick Summary: Could Changing My Business Entity Mean a Lower Tax Bill?If you’re a Sole Proprietor or single-member LLC, you’re likely paying a hefty 15.3% Self-Employment (SE) tax on 100% of your profit. Electing S-Corp status could cut that tax bill by...
Read More

Smart Accounting For Wilmington Small Businesses in 2025

Quick Summary: What Smart Accounting For Small Businesses Looks Like In 2025Call your tax advisor before making financial moves to avoid missed deductions or costly surprises. You need modern, integrated tools to stay compliant (and audit-ready) in 2025. The...
Read More

Answers for Wilmington Business Owners: Can I Put Personal Money in My Business Account?

“With organization comes empowerment.” —Lynda Peterson Quick Answers: Can I Put Personal Money In My Business Account?If you put personal money into your business account, it must be recorded correctly (as an owner’s contribution, not business...
Read More

Ready to come in for an appointment?

Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!