Does your business need the expert oversight and guidance of a skilled Chief Financial Officer but cannot afford the cost?


Sylvia M. Singleton, CPA works with small business clients in diverse industries providing:

Chief Financial Officer (CFO) expertise to help the businesses meet their reporting requirements and their growth expectations.

  • Review transactions prepared by bookkeepers and other staff
  • Reconciliation of bank, investment, credit card and other debt accounts
  • Cash planning and forecasting
  • Budget preparation and variance reporting
  • Cost and Revenue Analysis by service, product or segment
  • Employee retirement accounts
  • Financial planning for business owners and employees
  • Accounting procedures and QuickBooks training

Small Biz CFO Concierge Services are for small business owners who prefer to maintain their routine operational bookkeeping functions in-house but need the strategic expertise that a CFO offers.

Small Biz CFO Concierge Services allow small businesses to save money by either employing a bookkeeper at a lower salary or training current staff on bookkeeping procedures and then the vital financial analysis is conducted by a Certified Public Accountant with vast industry experience at significant savings since the service is provided on a monthly contract basis (no employee salary or benefits to be concerned over).

Small Biz CFO Concierge Services are provided at the client’s business location usually 1 to 2 days per month depending on the client’s needs.


Contact Us for Custom Pricing on Small Biz CFO Concierge Services





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