Outsource CFO Services and Focus on Your Business

We want you to accomplish your personal and business goals, increase your net worth, and find free time to pursue the things in life that matter most to you. Our outsourced financial advisors immerse themselves in your business and pursue success with you.

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Scale Your Company Quickly

We apply our expertise in finance and business to help our clients improve the quality of their lives and make their businesses more profitable.

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Business Structure
We will structure your business so that is profitable enough for you to enjoy your free time.
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Cash Flow
We will manage your day-to-day cash flow so you can focus on your business.
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Financials
We will translate financial information such as your profit and loss statements into plain English so you understand how your company is performing and can manage accordingly.
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Business Planning
We will help you grow your business by developing a plan that is realistic, actionable, and measurable.
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Employees
We can determine the right time to hire an employee and then help you set aside the funds to cover associated costs such as workers’ compensation insurance and healthcare coverage.
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Succession Planning
We will help you do what is best for you and your business by helping you determine when and how you will leave.

Profitable Financial Advice

Our outsourced financial advisors have helped many businesses grow and will dedicate themselves to helping you achieve the same long-term success. They will provide you with valuable information and insights, explaining what you do well and what you could do better. Together, you will make the right decisions to grow your business.

Improve cash flow, increase profitability, and plan for future growth with help from experienced advisors who have helped many businesses grow. As your business grows and your finances become more complicated, we grow with you, providing the answers you need with every new problem and helping you minimize costs and maximize resources whenever possible.

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Personal Peace of Mind

The more your business grows, the more complicated your finances become. We help you keep up without getting ahead or falling behind. We will maintain accurate, up-to-date financial information and will tell you if you overspend or underinvest. You can trust our financial stewardship to keep your business profitable and your life enjoyable.

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Business owners appreciate our CFO advisory services.

“Profitwise brings great expertise to a wide range of business concerns.”
P. Pate
Blue Ocean Window Cleaning
“In my dental practice, controlling overhead is vital to my profitability. Understanding my money is critical to my viability as a business. Profitwise, with QuickBooks training, gave me up-to-the-second access to profit and loss information, and the ability to manage my overhead.”
P. Taylor
Smiles on the Bay