What We DoAdvisory ServicescfoSOLUTIONSplus


cfoSOLUTIONSplus is your in-house CFO – without the cost of employing one.

Finances are the nutrients that keep your business in good health; however, not every business can afford to staff a CFO. This is where cfoSOLUTIONSplus comes in. As the newest addition to CTBK, cfoSOLUTIONSplus provides just that — a solution for businesses in need of an outsourced chief financial officer.

When working with us, you can have an in-house CFO without the long-term commitment to paying a high salary. Get the financial work done without hiring an additional employee to do it year-round. While a business may reason that they don’t need a CFO on staff, there are times when there are crucial decisions to be made, hefty tasks at hand, and additional details that require a CFO.

How We Can Help with CFO Services

As financial experts, we have worked with companies in an array of environments, making us well-versed in a plethora of situations. Whether you are seeking an implementation of financial controls, an analysis of processes, or restructuring debt, our team can help.

Rely on cfoSOLUTIONSplus, affiliated with CTBK, for any of the following services:

  • Internal Monthly Financial Statement Preparation And Analysis
  • Lender Relations
  • Business Health Review
  • Business Start-Up Assistance
  • Financial Projections And Budgeting
  • Financial Department Training And Mentoring
  • Strategic Financial Business Planning
  • Business Procedures And Policies Efficiency Analysis
  • Financial Department Management
  • CFO And Controller Placement

Fractional CFO Services

It is often that small businesses have gaps in staffing for financial roles, vacancies that can’t compensate a full-time employee within budget. This is when cfoSOLUTIONSPlus Fractional CFO Services come into play. To give you an idea, below are some of the key components that benefit our clients most:

Key Benefits for Our Clients

  • Timely internal financial statement preparation and analysis
  • Development of Key Performance Indicators (KPIs)
  • Cash flow planning and analysis for complex business decisions and goals
  • Budgeting, forecasting, and financial planning aligned with company strategy
  • Review and oversight of business procedures and policies for efficiency and effectiveness
  • Oversight, training, and mentoring of financial personnel

Interim CFO Services

Being without financial leadership for any length of time can be detrimental to an organization. cfoSOLUTIONSPlus can work with you on an as-needed interim basis to fill a temporary vacancy and ensure uninterrupted business continuity.

What to Expect From Our Interim CFO and Controller Services

cfoSOLUTIONSPlus provides consistent, reliable, and expert accounting services on an as-needed basis. Our range of experience allows quick integration and understanding of your company’s operations and financial systems.

  • Understand your expectations and the current state of the finance department
  • Maintain established reporting and analysis while exploring additional financial insights
  • Evaluate existing systems to maintain efficiencies and suggest improvements
  • Provide guidance in defining roles and support throughout the interview process
  • Earn your team’s trust by delivering a professional and friendly experience

Industries We Serve

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