Part-Time CFO
We provide the bridge for businesses that are dealing with complex financial scenarios but have not reached the size or need to have senior in-house accounting staff. This service is provided on a part-time basis, providing financial clarity and strategic input to help empower and support decision makers and business owners.
Our Approach
We create and invest in relationships that are personal, relaxed, mutual, and
sustainable, and we can tap our network of specialists in other areas including HR, Corporate Law and Taxation.
Our Consultants
From restaurants to retail stores, to oil and gas service providers, to fitness studios and everything in between. Rachel Oldring and Susan Clayton have taught financial literacy or consulted as CPAs for over 200 small businesses. This experience enables us to understand your business’s needs and to provide innovative and tailored solutions that work for you.
Want to talk about your business?
How we can help in other ways
Bookkeeping & Performance Management
We have a staff of knowledgeable bookkeepers with extensive experience with small and mid-sized businesses. We know what you need from your bookkeeper and accounting staff to support your business needs. Our CPAs support both the bookkeeper and business owners to ensure you are getting the information you need each month to move your business forward.
Financial Literacy Training
Improve your financial literacy while learning how to use the right accounting tools for your business. Designed to help small business owners and employees improve their financial decision-making skills.