CFO Services

As businesses experience growth, they often come to a juncture where they require expert financial guidance but are unable to bear the costs of a full-time CFO or controller.

Need a temporary CFO?

If you find yourself in this favorable situation, we have the ideal solution for you. Our part-time CFO service provides you with a skilled financial manager who collaborates with you to steer your business toward success.

Employing a full-time CFO can demand anywhere from $60,000 to over $100,000 annually, coupled with bonuses and benefits. Our part-time CFO services extend experienced support at a fraction of that expense.

With our part-time CFO services, you receive the following benefits:

  • More dedicated time to concentrate on new offerings, new clientele, and core business matters.
  • Enhanced comprehension of the financial aspect of your enterprise, resulting in fewer surprises and heightened financial control.
  • Improved decision-making capacity derived from a clear and accurate grasp of your business’s financial metrics.
  • An accessible sounding board that aids you in tackling challenging business choices and refining your business strategies.
  • Reassurance from the knowledge that a professional is overseeing, safeguarding, and consistently enhancing your business’s financial dimension.
  • A professional who establishes robust financial checks within your business to curtail employee misconduct and bolster profits.
  • Training and supervision of your accounting personnel.
  • Enhanced quality and promptness of financial data.
  • Formulation and tracking of budgets.
  • Analysis of profitability by product or service line.
  • Strategies for tax savings.
  • Examination of trends.
  • Support in defining long-term plans and quantifying objectives.
  • Efficient cash management.
  • Mediation with bankers, legal advisors, suppliers, insurance agents, etc.
  • Aid in securing bank financing, including negotiation assistance.
  • Review and negotiation of insurance policies.
  • Crafting of procedural manuals for company accounting.
  • Evaluation of equipment acquisitions, expansions, and more.
  • Assistance in mergers and acquisitions.
  • Tailored formulation of collection policies and protocols.
Our services

Bookkeeping & accounting

Say goodbye to the hassle of handling your daily accounting tasks! Our bookkeeping and accounting services cover the recording of all financial transactions, from sales and purchases to receipts and payments. We maintain accurate ledgers, journals, and electronic databases to track your income, expenses, assets, and liabilities.


Our payroll service is here to make managing employee compensation simpler and more efficient. We know that payroll is a vital aspect of any organization, and our solution is customized to meet the specific requirements of businesses in various industries. With our advanced technology and expertise, you can trust us to handle your payroll tasks, giving you more time to focus on your core business operations.

Cash Management

Cash Management

Our Cash Management involves developing improved profitability through cash flow management, utilizing various account and financial methods that enable you to focus more on the scalability of your business. This includes tax consulting to ensure you have a minimal tax liability as well as a cash flow projection.

CFO Services

Our part-time CFO service provides you with a skilled financial manager who collaborates with you to steer your business toward success.


We partner with no equity

We understand that the financial landscape is ever-evolving, and we embrace change with agility. Our firm proactively monitors financial trends, regulatory changes, and emerging risks. We swiftly adapt our strategies and offerings to stay ahead of the curve, ensuring you benefit from our forward-thinking mindset and ability to navigate uncertainties.

1. Strategic planning

A detailed roadmap helps make informed financial decisions and manage resources for long-term financial success.

2. 360 solutions

Cover all aspects of financial management and optimize your financial performance with our tailored solutions.

3 . financial growth

Experience optimized cash flow and peace of mind with the expertise of professionals managing your finances.

Joshua Benson


financial expert // owner

Joshua Benson

Meet Joshua Benson, an accomplished expert in strategic planning and meticulous analysis. With a Bachelor’s degree from the University of North Florida and a Master’s degree in Finance from Florida International University, Joshua’s expertise is unmatched. He is currently pursuing a Doctorate degree, demonstrating his dedication to continuous learning and improvement.

Contact Us,
We are financial experts

Let our experts lead you to the path of prosperity! From bookkeeping to payroll, we do it all. Take the weight off your shoulders and call for the ultimate peace of mind and financial success.


(239) 214-3360


Financials By the Numbers

Ready for financial security? let’s talk!

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