Acting CFO & Financial Advisory Services

WE HAVE EXTENSIVE EXPERIENCE IN ACTING AS YOUR COMPANY’S CHIEF FINANCIAL OFFICER (CFO) which involves working with your Company’s Controller to develop Financial Statements and strategic financial data and other appropriate data to drive your business to the next level. We have provided this service for numerous companies including ADOBE VENTURES which is a Global Investment Company and other clients that need these services.

Large Business ($30 million or more in Revenue) CFO Services

Strategic financial management is essential for your large business to thrive. At DeSantis & Company PC, we provide practical CFO services that help you improve profitability, manage cash flow, plan for growth, and gain the financial insights you need to make confident business decisions.

Our Business CFO Support Includes:

• Cash Flow Management – Analysis weekly with your Controller to know where your money is going and helps you make smarter decisions; however, many business owners don’t have a clear picture of their true cash flow.
• Financial Forecasting – We develop a monthly Forecast of Revenue and Expenses with support from your Controller and your Executives.  We compare the Forecast with the Actual Financial results to ensure your company is meeting its goals.
• Pricing & Margin Analysis that helps ensure your products or services are priced to produce the profit.
• Owner Compensation & Distribution Planning to determine from a taxation perspective salary or equity distributions or both.
• Strategic Decision Support that gives you a CFO-level perspective before you make major financial decisions about increasing business loans, hiring and buying equipment.

Our rates for CFO Services start at $4,000 per month

Schedule a Free Consultation at Our Office

We will answer any questions you have concerning your business!