“If the numbers aren’t solid, we lose our credibility–with the board, with our donors, with the community. The number HAVE to be solid.”

Does this sound familiar? What about these:

“When I get the numbers each month, I have to check them with a fine-tooth comb. There’s always errors.”

“I really don’t want to pay someone a full-time salary with benefits for what amounts to a half-time job. But I can’t get someone good who wants to work half-time. I don’t think I have any other options.”

“I wish my numbers guy could see the big picture. You know, be a thinking partner with me to help decode the numbers to identify trends, recognize red flags, spot opportunities, etc.”

“We had a great person for awhile, until she got a full-time job making double what we were paying. How do I compete with that?”

“I wish our finance person could help my team understand the importance of tracking the numbers and adjusting based on our KPIs.”

CFO Wizard could be the answer to your prayers.

We provide you with a talented, experienced, finance professional capable of processing all of your financial transactions–general ledger, accounts payable/receivable, chart of accounts, bank reconciliations, month-end closing, and of course, monthly financial statements.

In addition, Darren reviews (via video conference) your monthly statements with you and your Treasurer to help identify trends and understand the deeper meaning behind the numbers.

What’s more, CFO Wizard includes consultation time with your staff to review the profit & loss projections of specific programs and to assist in constructing your annual budget.

The best part: CFO Wizard is affordable

Hiring a CFO Wizard is like buying a timeshare property. You want a great condo where you can enjoy a beautiful mountain view for two weeks every year, but you don’t want to pay for it year-round.

Similarly, we bill for our services based upon the size of your annual budget and number of transactions. In other words, you only pay for what you need, be it 0.5 FTE, 0.33, 0.25 or whatever.

And, we’ll be here for as long as you need us. The headaches that accompany staff transitions are no longer your problem (think of the last time you had to hire a new person, train them, etc.).

Worried about the security of remote working? What about achieving a comfort level? We’ve got it covered!

Your engagement begins with a three-day site visit. Our professionals will review your current systems to “get up to speed” and spend quality time with your staff to establish rapport.

Security? We use Quickbooks in the cloud. You retain ownership of your information and administrative privileges to all of your systems. And, we maintain proper insurance coverage, which we will furnish at the outset of our working agreement.

Have more questions? Want a free consultation?

Better yet, ready to get started?

Contact us now!

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