Service. Integrity. Solutions.

Portable CFO

Holistic financial guidance to help you focus on executing your business strategy.

Let’s face it – business owners are idea people. That’s what makes you great. You turn your great ideas into even greater realities. The path to success, however, is often fraught with financial risks and regulatory burdens making sound financial guidance imperative to achieving long-term success. Truth is – not every small- and medium-sized business can bear the financial and operational burden of an in-house accounting department and experienced financial experts to help it navigate the complex landscape. Our solution – Portable CFO – an a la carte menu of services tailored specifically to your business’ needs designed to steward your organization toward a stable and profitable financial future.

Portable CFO – Accounting and Beyond

  • Bookkeeping: Accounting is completed with audit protection in mind should you ever need it.
  • Financial reporting: Periodic financial reports designed to give you a clear picture of how your business is doing on a consistent basis.
  • Financial guidance:
    • Budgeting
    • Objectives
    • Key Performance Indicators (KPIs)
    • Financial analysis
  • Bank and creditor relationship management
  • Tax compliance

Open Consulting Time to Get You the Answers You Need

  • Time allocated on a monthly or quarterly basis dedicated specifically to address any questions and ongoing business needs.


For our Portable CFO Services, please contact Barbara Jimmerson at