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CFO SERVICES

Services

Overview

We offer two types of CFO Consulting services. You decide what fits your business best and we let us do the rest. We offer ongoing service packages at two different levels. These can act as add on services to your compliance needs. There are also a la carte services that are available on an as need basis.

For more information, check out details of our services below. If you are ready to get started with services, click here to schedule a consultation with our team.

Check out our Financial Overview Checklist for more information. 

ONGOING CFO PACKAGES

BASIC

UPGRADE

PREMIUM

  • 2 hours/month CFO phone support
  • Monthly review/report of financial statements produced by your bookkeeper/comptroller to include:
  • 3. Our CFO will listen to you about where you want the future state of your company to be versus where it is today.
  • 4. We will request the necessary information/records/financial reports to begin our work delivering a solution for you.
  • 5. We will develop a structured business plan to bridge this gap between the present and future state of your company.
  • 6. Our CFOs will review your systems, key partners, financial obligations, contracts, agreements, etc.
  • 7. Milestones, delivery dates, KPIs and other metrics will be developed and tracked so that you can have more control over your business and be able to monitor the progress of our successful engagement with you.
  • 8. You will be updated on a frequent basis and advised of any changes, issues, or processes that need to be addressed.

A LA CARTE SERVICES

  • Succession Planning
  • Aquisition Planning and Financial Integration
  • Obtaining Debt Financing (SBA loans, Bank loans, Line of Credit)
  • Custodian evaluation and transfer
  • Financial Modeling
  • Partnership Buyout Support
  • Employee Benefits Selection
  • Financial Systems (review, upgrading, switching) – non IT
  • Work with your CPA firm as needed

Ready to get your Time Back? Schedule Your

STRATEGY SESSION

Call Us!

770-462-2118

Email Us!

[email protected]

Visit Us!

400 Galleria Parkway | Suite 1500 | Atlanta, Georgia 30339

BUSINESS HOURS

  • Monday: 9 am to 6 pm EST
  • Tuesday: 9 am to 6 pm EST
  • Wednesday: 9 am to 6 pm EST
  • Thursday: 9 am to 6 pm EST
  • Friday: 9 am to 6 pm EST

PRACTICE AREAS

PRACTICE AREAS

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Requesting a free report or viewing the information available on this website does not create an attorney-client relationship with My RIA Lawyer, Shaver Law Group, LLC or any of its attorneys. To obtain legal advice about your RIA matter, please engage the services of this law firm or another attorney of your choice. To discuss engaging our firm to help you with your RIA matter, please contact the firm by phone or by submitting an email request through this website.

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