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Are you ready for a CFO?

October 27, 2010

Need a CFOI often hear from small business owners that they have no clue what they are doing with their bookkeeping/accounting and they just have enough time in the day to do “the business.” Many also say that they don’t have money to hire a bookkeeping firm, accountant, tax guy or a CFO. Figuring out whether to hire an in-house CFO is tough because it is not a position that generates revenue. Ren Carlton founder of Dynamic Advisory Solutions says an “entrepreneur’s ineffectiveness at trying do it all is where a CFO can return on investment.”

Carlton has a few clues as to whether you are in need and ready for a CFO:

  • You’re regularly getting financial “surprises” in the form of bank notices, tax penalties, or unusual financial statements.
  • You regularly feel overwhelmed by the financial demands of your business.
  • You’re not keeping good records and not tracking expenses because you don’t have time to do so.
  • You’re not looking at planning, regulatory or tax changes.

At GAI ( we are committed to work with you and show you the benefit of taking the pressure off of you. You work hard for your money; let us work smart to help you keep it! Call us today at 212-979-6830 or stop by for a visit, as we are ready to talk about your financial needs. See you soon!


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