Cheryl Jefferson & Associates, LLC

small CPA firm, big firm excellence, C-level advice

CFO-Level Advisory Services

Growing small 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 the perfect solution for you. Our CFO-level advisory service gives you a professional CPA who works with you to help guide your business to success.


The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits. Our CFO-level advisory services provide you with experienced support at a small fraction of that cost.


Here's what you get with our CFO-level advisory services...

  • 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.

  • A professional who assists you in establishing strong financial controls in your business to reduce employee theft and increase profits.

  • Training your accounting staff in bookkeeping and training owners in how to get much needed information from their financial statements

  • Improved quality and timeliness of financial information.

  • Budget preparation assistance and monitoring.

  • Profitability analysis by service or labor category.

  • Trend analysis.

  • Assistance in defining long-range plans and the quantification of goals.

  • Cash management analysis.

  • Liaison with bankers, attorneys, vendors, insurance agents, etc.

  • Assistance in obtaining financing from banks, including calculating covenant compliance.

  • Development of company accounting procedure manuals.

  • Analysis of equipment purchases, expansions, etc.