Free initial consultation · Doral, Florida · Serving clients in all 50 states, Latin America & Europe(305) 593-0829info@taxnelson.com
NELSON&ASSOCIATESCERTIFIED PUBLIC ACCOUNTANTS
Business Accounting & Advisory

Part-Time CFO Services

Growing companies need CFO-level thinking long before they can justify a full-time CFO. Our part-time CFO service gives you a senior financial partner for budgets, cash planning, banking relationships and the big decisions.

OverviewWhat’s includedForms & documentsProcessLocationsFAQs
Overview

How Nelson & Associates handles Part-Time CFO Services

As a business grows, the questions change: can we afford to hire, should we open a second location, how much can we borrow, are our prices right? A part-time CFO answers them with numbers. We build budgets and forecasts, track the key performance indicators that matter for your industry and meet with you regularly to turn results into decisions.

Our firm has served as an advisor and business consultant to multinational companies across the United States, Europe and Latin America. That experience is available to your business at a fraction of the cost of a full-time executive.

Who this is for

  • Companies with $1 million to $50 million in revenue
  • Owners preparing for growth, financing or a sale
  • Businesses with a bookkeeper but no financial leadership
  • Foreign companies operating a U.S. subsidiary
  • Nonprofits needing financial oversight for their board
  • Family businesses planning a transition
See if we’re a fit
What’s included

Everything covered in our Part-Time CFO Services service

  1. Annual budget and rolling forecast
  2. Monthly KPI dashboard and management reporting
  3. Cash flow forecasting and working capital planning
  4. Pricing and profitability analysis by product or customer
  5. Bank and lender relationship support
  6. Board and investor reporting
  7. Internal control and process improvements
  8. Strategic planning for expansion, acquisition or exit
Forms & filings

The paperwork behind Part-Time CFO Services

Key forms and reports
Budget vs. actual reportMonthly comparison of results to plan
13-week cash forecastShort-term view of cash needs
KPI dashboardGross margin, days sales outstanding, revenue per employee and more
Loan covenant complianceCalculations lenders require
Board packageFinancial summary for directors and investors

What we’ll need from you

Have these ready and your first meeting goes faster. Missing something? We’ll help you find it.

  • Current financial statements and general ledger access
  • Prior-year budgets and tax returns
  • Loan agreements and banking terms
  • Sales and customer reports
  • Organizational chart and payroll summary
Start with a free consultation
The process

How it works, step by step

  1. Diagnose

    We review your financials, systems and goals.

  2. Build

    We create the budget, forecast and KPI dashboard.

  3. Meet

    Monthly or quarterly meetings to review results and decide.

  4. Improve

    We refine processes and controls as you grow.

Why Nelson & Associates

Why clients choose us for Part-Time CFO Services

Small firm personality

You work with the same people every month, and they know your business.

Big firm capability

CPA-level reporting, controls and tax insight for growing companies.

Florida rules handled

Sales tax, reemployment tax, annual reports and property tax on one calendar.

Global business experience

Experience with companies trading across the U.S., Latin America and Europe.

Where we work

Part-Time CFO Services across the United States

From our Doral office we provide Part-Time CFO Services to clients in all 50 states and Washington, D.C. Hover over a state to see its tax profile and the cities we serve; tap it to open the state page.

Part-Time CFO Services in Florida: 55 cities, headquartered in Doral

Part-Time CFO Services by state

Northeast

Midwest

South

West

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Succession Planning

Plan the transfer of your business to family, partners, employees or a buyer, with the tax consequences mapped out in advance.

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Questions

Part-Time CFO Services FAQs

5 answers to the questions clients ask most. Don’t see yours? Ask us directly.

Ask a question

How much time does a part-time CFO spend with us?

It depends on your needs, typically from a few days a month to weekly involvement. We agree a scope and fixed monthly fee up front.

How is a CFO different from a bookkeeper?

A bookkeeper records what happened. A CFO interprets it, plans what comes next and helps you make decisions.

Can you help us get a bank loan?

Yes. We prepare the financial package, projections and covenant analysis lenders expect, and can join meetings with your banker.

Do you work with foreign-owned companies?

Yes. We often support U.S. subsidiaries reporting to parent companies in Latin America and Europe.

Do you offer Part-Time CFO Services outside Florida?

Yes. Our office is in Doral, Florida, and we work with clients across the United States and abroad through secure uploads, phone and video meetings and e-signatures. South Florida clients are welcome to meet with us in person.

Talk to a CPA about Part-Time CFO Services.

Your initial consultation is free. Call us, email us or visit our Doral office, and we’ll tell you exactly what you need and what it will cost.

Book a free consultation(305) 593-0829