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Small business CFO services

According to SCORE, 82% of failed small businesses cited cash flow as a key reason.
Don’t let this happen to you.

Every business, whether you are a solo entrepreneur or have 100 employees or more, needs a CFO, chief financial officer, on board.
But this can be costly and may be too expensive for many small companies.

That is where Hocheiser CPA comes in.
For a fraction of the cost of having your own CFO, we will do the heavy lifting for you:

– Creating a financial strategy for the unique needs of your business.
– Give you insights on how to improve your cash flow and profitability
– Provide you with steps to reduce financial risks
– Give your tax planning advice to avoid end-of-the-year surprises

We will help you understand your numbers and provide you with strategies to continue sustaining and growing your company.

To start working with Hocheiser CPA and ensure your business’s financial health, follow these steps:

    1. Contact Us: Reach out to Hocheiser CPA via phone, email, or through our website’s contact form. Provide some basic information about your business and your financial needs.
    2. Schedule a Consultation: Set up an initial consultation where we can discuss your business’s financial situation, challenges, and goals. This helps us understand your unique needs and how we can best assist you.
    3. Needs Assessment: During the consultation, we will conduct a thorough assessment of your current financial processes, cash flow, profitability, and potential risks. This step helps us tailor our services to your specific requirements.
    4. Proposal: Based on the assessment, we will provide you with a detailed proposal outlining the services we recommend, including the scope of work, timelines, and costs.
    5. Agreement: Once you review and agree to the proposal, we will formalize our partnership with an engagement agreement. This document will detail our mutual expectations and responsibilities.
    6. Implementation: We will begin implementing the agreed-upon financial strategies and solutions. This may include creating financial plans, providing cash flow insights, offering risk reduction steps, and delivering tax planning advice.
    7. Ongoing Support: Our team will provide continuous support, monitoring your financial health, making adjustments as needed, and offering ongoing advice to ensure your business remains on a path to growth and success.
    8. Review and Adjust: Regularly review your financial performance with us. We will help you make necessary adjustments to your strategies to adapt to changes in your business environment and goals.

 

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