How It Works

Maximizing Potential with Our CFO Services

Many of the companies we work with at Daniel P. Vigilante CPA’s & Profitability Consultants are established businesses employing up to 50 people and with revenue of at least a million dollars. These companies may be in any industry, but they all require CFO services and profit consultants to assist in strategic financial and business planning.

Typically, the owners of these companies have in-house financial expertise in the form of bookkeepers and controllers. However, the owners may feel the financial aspects of the business are slipping out of his or her control and profitability may be lower than the potential for the company.

What We Do

With our CFO services, which we call “CFO On The Go,” our CPAs work directly in strategizing with key decision makers in your business. This allows our professionals to work closely with your team with ongoing financial guidance and consultation in analyzing the financial position of the company and creating effective plans for optimizing performance and profitability over time.

We provide a full analysis and understanding of the cash flow in the business and provide insight into creating stability in both revenues as well as business expenses.

In many cases, we are called in by business owners to regroup a small business which may have seen significant, rapid growth and needs to develop more effective financial planning and strategic decision making. With our ongoing support that is customized to meet the needs of the company, we become your CFO, working to develop the strategies to form a solid financial foundation for your business.

CFO on the Go

Services Provided

  • All of the services in our Silver and Gold Plans
  • Dedicated account manager
  • Year end tax returns, corporate and personal
  • Industry comparison reports
  • Budgeting
  • Financial projections
  • Financing and loan assistance
  • Strategic business planning
  • Unlimited phone advice

Who It’s For

How to identify if this program is a good fit for your business.

  • Your business has grown so large that it feels as if you need to gain back some control
  • You seem to be spending more time putting out fires than strategizing and planning
  • The business requires having systems in place
  • You feel the need to regroup and get you business running smoothly
  • You have concerns about an unhealthy cash flow

Contact Us If This Is You

Testimonials

Ongoing financial guidance on a regular basis provides a strong foundation on which the business will flourish even further.

JAMES BROWN

“Ongoing financial guidance on a regular basis provides a strong foundation on which the business will flourish even further”

JOSE DANIELS