Scott’s Part-Time
CFO/Controller Services

Some Highlights of Our Financial Review Service

Financial Review

  • Balance Sheet
  • Profit and Loss
  • A/R and A/P Aging
  • Bank Statements
  • Credit Card Records
  • Inventory Valuation
  • Job Costing Analysis
  • Healthy Financial Records
  • QuickBooks Review

Strategic Planning

  • Profitability Metrics
  • Cash Management Policies
  • Inventory Turnover & Metrics
  • Fixed Asset Management
  • Cost of Sales Analysis
  • Vendor Cost/Performance Review
  • Health Insurance Plan Review

Risk & Security Management

  • Data Backup Strategies
  • IT Security Risks
  • IT Investment Analysis
  • Review Corporate Insurance
  • Sales & Income Tax Nexus
  • Debt Management

Business Goals

  • 1-5 Year Business Plan Goals
  • Planned Transition
  • Exit Strategy

Get the Financial Expertise You Need to Profitably Grow Your Business

Our Part-Time CFO and Controller Services will help you analyze the most important financial aspects of your business so you can make solid business decisions about cash flow, profit margins, expense ratios, and plans for growth.

  • Are You Sure Your Business Is On a Solid Financial Foundation?
  • Are You Managing Inventory, Assets and Liabilities For Maximum Return On Investment?
  • Are You Building Financial Wealth for Your Company?

Scott Gregory is a trusted CFO and Controller who can review and understand your books and find ways to improve the profitability of your business.

Scott Gregory – Your Part-Time CFO and Controller

  • 10+ years of CFO experience in a $15 million manufacturing firm, overseeing accounting, finance, inventory, purchasing and IT
  • 35+ years of working with small businesses like yours to improve their accounting/finances
  • Certified QuickBooks Advisor – Pro, Premier, Enterprise and Online versions
  • CPA
  • Certified in Integrated Resource Management (CIRM) from the American Production and Inventory Control Society (APICS)

Free 30 Minute Consultation To Discuss Your Situation

scott

Scott Gregory

35+ years of small business finance and accounting expertise!