Temporary Management Solutions & Part Time CFO Services

Today's entrepreneurs often find that they need to be accessible to their business 24/7.  Technology often makes this less challenging.  However sometimes illness, family matters or a well earned vacation require that today's entrepreneur be away from his or her business for a longer period than technology can accommodate for. A caretaker is needed in these circumstances and we can fill that role.

Pete smith was president of a $70 million dollar business before returning to public accounting and managed most  activities that an entrepreneur may encounter. He has also acted as a corporate manager of a NYSE company in an operating capacity.   He knows that he could never duplicate the style and skills that you have used to develop your business and that his role would be to maintain your business not to alter it.  He would consult with you whenever matters out of the norm arose and attempt to preserve for you the things that make your business unique.  His role would be that of a caretaker, striving to make your departure and return invisible and seamless.   

Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller. If you're fortunate enough to be in this position then we have what is often the right solution. Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.  The service is tailored to your circumstances.  It might entail nothing more than a recurring consultation or it might morph to be all but a part time employment.  Because we will have developed a familiarity with your business's circumstances and your operating style and because you will have become familiar with ours, using us in this capacity is often a practical transitional process that is scalable.

Adding CFO capabilities to your organization can provide some of the following benefits:

  • More time to focus on new services, new customers and other core business issues.
  • Better understanding of the financial side of your business. So you have less surprises and more control over the money.
  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.
  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans.
  • Training and managing your accounting staff.
  • Improved quality and timeliness of financial information.
  • Budget preparation and monitoring.
  • Profitability analysis by service or product line.
  • Tax saving strategies.
  • Trend analysis.
  • Assistance in defining long-range plans and the quantification of goals.
  • Cash management.
  • Liaison with bankers, attorneys, vendors, insurance agents, etc.
  • Assistance in obtaining financing from banks, including assistance with negotiations.
  • Review/negotiation of insurance policies.
  • Development of company accounting procedure manuals.
  • Analysis of equipment purchases, expansions, etc.
  • Mergers and acquisitions assistance
  • Custom designed collection policies and procedures

Contact us to discuss whether we can help fill temporary voids in your organization's management structure.


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Plush Smith PA, One Sarasota Tower, 2 North Tamiami Trail, Suite 506, Sarasota, FL 34236
Phone: (941)953-7587 | Fax: (941)953-9157 | Email: info@plushsmith.com
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