Part-time CFO Services

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.

Let Us Help:

Mohammed Amir Ghani’s Thoughts on Finding Joy In Life

Wow, am I the only one who turned around and suddenly found the holidays have already planted themselves on my doorstep? No? Oh. Well…At this time of year, it seems like I always find myself saying, It’s been a crazy year like a proverbial broken record. But, it...

When Disaster Strikes Tracy Taxpayers: Casualty Loss Deduction

Well, if you had an account with FTX, you very well might be in some financial difficulty. To a certain segment of our Tracy clients, this is a BIG deal. As such, I'll have more thoughts in the following weeks as things become more clear.But the "good" news is...

A Tax Documentation Backup How-to for Tracy Filers

First, let’s discuss the elephant in the room: the mid-term elections.Depending on when you’re reading this, they might be underway in your Tracy precinct, they might be already in the rearview, they might not even have raised themselves to the level of your...

Tracy Borrowers Be Wary of These Student Loan Forgiveness Scams

Before I dive into those scammers (one of my favorite topics – simply because I love SAVING Tracy people from these criminals), some good news on the “The IRS Might Not Be a Total Dumpster Fire in 2023” front.Maybe.Because a few days ago, the IRS achieved one of its...

A Tricky Tax Credit for Tracy Electric Vehicle Owners

I think you probably realize that last Monday was the final deadline for 2021 taxes, and we can now (finally) put those returns to bed.Or can we?Frankly, with a number of our new Tracy clients this past year, we reviewed returns prepared via software and/or other pros...

Your Tracy Side Hustle & the IRS Crackdown

Now that 2021 tax returns are completely in the rearview (although we can always make amendments!), and only a few months of the 2022 version remain, it’s time to kick your “tax optimization” strategies into full gear. And look – yes, I’m a professional at this...

How Tracy Taxpayers Can Navigate Retirement Contribution Limits

One of the things that my team and I prioritize here at Taxpath is keeping the lines of communication open with our Tracy clients. Especially when difficult times hit (we’re continuing to think about those in Florida and the Carolinas as they process and deal with the...

Mohammed Amir Ghani’s Credit Score Repair Strategies

I’ve talked to many clients about credit score repair – and I’ve seen how true this is: it’s easy to get yourself deep into credit problems. I’ve even seen that it’s not always the people that you’d expect. I have Dublin clients who have built tight financial...

Student Loan Forgiveness Guidelines for Dublin Grads

There’s a lot of upheaval in Washington (and across the country) over this whole student loan forgiveness decision from the White House. Some Dublin people are exultant, some are… well, less than thrilled.For the extremely-online-all-the-time crowd, it’s likely you’ve...

Mohammed Amir Ghani on How (and Why) to Invest in Savings Bonds

The economy has caused some turmoil as of late. Markets haven’t been kind for the last couple weeks, and it is yet to be seen what impacts the student loan relief will have on the economy at large (if it, indeed, doesn’t get struck down by legal challenge). And...

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!

Contact Us