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Strategic CFO Services

As your business’s revenue improves, your need for someone with the skills and experience to see the big financial picture increases. A Strategic CFO  can help your company grow revenue year over year while costing a fraction of a full-time staff member’s salary.

Financial Planning & Advisory Services

Your business is growing and it’s time to bring in some help. We partner with you to analyze how to make your business profitable and manage your capital effectively. We do more than just accounting – we take your financial planning to a whole new level.
 

Why Use an Outsourced CFO?

A Strategic CFO can help you in all the ways a full-time CFO can – oversee the accounting processes, manage financing and pricing, help with operations, and establish partnerships with other entities that will help you succeed – all without the expense of bringing on a full-time C-suite employee.

CFO & Financial Advisory Services Include:

  • Identifying trends and developing financial strategies for long-term growth including a monthly analysis of financial statements and ratios 

  • Monthly and quarterly corporate tax planning to ensure a solid understanding of end of year returns

  • Operations optimization

  • Treasury functions

  • Business partnering & monthly meetings to review ratios, dashboards and planning opportunities

  • Making your IT Stack work for you. From leveraging your existing tech, optimizing automation or scaling your technology as you grow, an effective CFO will jump in where they're needed.

  • Exit planning when you're ready to sell

Get in Touch

At The Bee Dance CPAs, our ultimate goal is to take you through the entire business life cycle, starting where your business needs us. We can help you develop budgets, manage your capital effectively, and much more. We are located in NYC, but work with businesses across the US.

We'd love to talk to you about your financial needs!

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