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  • Maximize Profits & Cash Flow
  • Budgets & Forecasts
  • Strategic Planning
  • Reporting & Analysis
  • Cost Savings
  • Exit Strategies
  • Best Practices
  • Excel Models
  • Leverage Pricing
 


Joellen Sommer
C.P.A.
C.F.E. 
M.B.A.
Quickbooks Pro
646-334-4508

YourOwnCFO@aol.com

This site  The Web 

  • New York, NY 
  • New York
  • NY Metro Area 
  • N.Y.
  • Manhattan
  • Tri-State Area
  • Part Time CFO NY
  • Virtual CFO
  • Interim CFO NY

Your Own CFO

Connect Your Ideas to an Improved Bottom Line with...

Your Own CFO ...at a Fraction of the Cost!


Chances are your CPA firm provides excellent tax services and your bookkeeper handles the bills, invoicing and payroll but some services are more effectively provided by a CFO with hands-on experience. The financial planning, cost savings and internal controls that we put in place will boost your earnings far in excess of the cost of our services

Your Own CFO is a sharp and experienced financial advisory services firm. We provide an on-call/part time or interim CFO/Business Manager who can help you deal with all these problems at a fraction of the cost of a full-time CFO. With both Fortune 500 and small company backgrounds, we are quick to understand your company, evaluate your finances, improve your money mind set and free you up to do what you do best----Run Your Business!

Do you grapple with any of these questions?

  • Revenues are growing, profits are flat, why? 
  • Do you know what is driving your profits?
  • What is your company’s break-even point?
  • Do we have enough cash to fund current operations?
  • Where should we invest to grow?
  • What is the value of my business? 
  • Should we have a budget?
  • How do we create a budget?
  • How do we track against the budget?
  • If you were starting your business today, what would you change?
  • How do we measure results and stay accountable?
  • Do we need a business/strategic plan? Do we need to update it regularly?
  • If you wanted to sell your company, are your financial records ready for due diligence?
  • Do you need help managing key assets including staff, cash, accounts receivable and systems?
  • Do you have a seasoned financial and operations partner to focus on cash flow and profitability to give clarity to current and future business decisions?  
  • Are there one or more issues that keep you up at night? 
  • Do you know you can hire a CFO on a part-time on-call basis?

We offer affordable rates catering to the small/mid size business owner who wants to grow their business and needs a right hand to take control of the finances, operations and other administrative matters.

 


We provide a variety of services for individuals and businesses.  These services are focused on helping you manage your business with the K.I.S.S. approach to  planning, forecasting, training and maximizing your bottom line profits.

Have a question on managing, improving and monitoring your business, contact us at YourOwnCFO@aol.com 

Abacus

Revenue is Vanity Profit is Sanity and Cash is Reality...

 

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