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:

Types of Prepaid Expenses to Optimize Your Wilmington Business’s Cash Flow Before Dec 31

 Quick Answer: If you run a cash-basis business, you can lock in immediate tax savings on upcoming 2027 operating costs by paying those vendor bills before December 31. Under the IRS 12-month rule, that prepayment cuts your 2026 taxable profit dollar for dollar,...
Read More

Hayes CPA PLLC’s Take: How Much Cash Should A Business Have On Hand?

Quick Answer: Keep three to six months of baseline operating expenses in liquid reserves, alongside a separate tax account holding 15% to 30% of weekly gross receipts. Having that buffer with a Quick Ratio of at least 1.0 means you'll protect daily operations without...
Read More

How The Bad Business Debt Deduction Could Lower Your 2026 Wilmington Business Taxes

Quick Answer: Uncollectible business receivables convert into ordinary losses that reduce your active net profit dollar-for-dollar without a ceiling. To lock in this tax offset before year-end, you'll need to execute a formal general ledger charge-off on your...
Read More

How To Fix Common QuickBooks Online Problems Wilmington Small Business Owners Face

Quick Answer: To fix common QuickBooks Online problems, audit your bank feed queue to ensure transactions are matched to open invoices and transfers rather than blindly clicked as "Add," which eliminates duplicate revenue and miscoded expenses. From there,...
Read More

The Wilmington Small Business Q3 Payroll Checklist for a Painless Year-End Close

 Quick Answer: Your pre-year end payroll checklist should include reviewing new OBBBA wage codes, collecting missing 1099 tax forms, and aligning your payroll accounts with your general ledger. Completing this cleanup in September protects your business...
Read More

What Are the Tax Mistakes New Wilmington Business Owners Make?

 Quick Answer: Some of the biggest tax mistakes new business owners make include using personal credit cards for business expenses, guessing on startup cost write-offs, and failing to keep track of receipts for deduction proof.Key Takeaways:Opening a...
Read More

What Are the Disadvantages to Sole Proprietorship for Growing Wilmington Business Owners?

Quick Answer: The primary disadvantages to a sole proprietorship for growing business owners are unlimited personal liability and a mandatory 15.3% self-employment tax on 100% of net profit. Once annual net profit exceeds $40,000, remaining a sole proprietor...
Read More

What Qualifies For Research and Development Tax Credit Claims For Wilmington Small Businesses?

Quick Answer: Your small business qualifies for the R&D tax credit whenever you pay U.S. wages, contractor fees, or supply costs to overcome technical roadblocks while building or improving products, custom software, or internal processes. By working through...
Read More

How To Separate Personal And Business Expenses Faster For Wilmington Business Owners

Quick Answer: To cleanly separate personal and business expenses, set up dedicated business accounts, automate your owner payouts, and use smart accounting tools to capture purchases in real time. Building this automated system protects your write-offs while...
Read More

Should Your Wilmington Business’s Benefits Packages For Employees Include Trump Account Contributions?

Quick Answer: Adding Trump Account contributions to your employee benefits package is a high-leverage strategy if you, as a business owner, are looking to boost talent retention while slashing your payroll tax liabilities. Employers can contribute up to $2,500...
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!