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Oceanside, Carlsbad, Vista, Encinitas, San Marcos, CA CPA / Treva M Adams CPA
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Part-Time CFO Services

Call Us: (760)402-2190
  • broad range of Accounting services
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    Our accounting services safeguard you and your family and optimize all your hard-earned dollars.
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    We offer a broad range of services for business owners, executives, and independent professionals.

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Part-Time CFO Services

Part-Time CFO Services


Growing businesses often reach a point where they need professional financial advice, but can't afford a full-time CFO or controller.

If you're fortunate enough to be in this position then we have the perfect solution for you. Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

The cost of hiring a full-time CFO can range from $60,000 to over $100,000 per year plus bonuses and benefits. Our Part-Time CFO services provides you with experienced support at a small fraction of that cost.

Here's what you get with our Part-Time CFO services...

  • More time to focus on new services, new customers and other core business issues.

  • Better understanding of the financial side of your business. So you have less surprises and more control over the money.

  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.

  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans.

  • The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.

  • A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.

  • Training and managing your accounting staff.

  • Improved quality and timeliness of financial information.

  • Budget preparation and monitoring.

  • Profitability analysis by service or product line.

  • Tax saving strategies.

  • Trend analysis.

  • Assistance in defining long-range plans and the quantification of goals.

  • Cash management.

  • Liaison with bankers, attorneys, vendors, insurance agents, etc.

  • Assistance in obtaining financing from banks, including assistance with negotiations.

  • Review/negotiation of insurance policies.

  • Development of company accounting procedure manuals.

  • Analysis of equipment purchases, expansions, etc.

  • Mergers and acquisitions assistance

  • Custom designed collection policies and procedures

If you'd like to learn more about our Part-Time CFO Services please complete this form to get a Free Consultation.

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Treva M Adams CPA
P.O. Box 120
Carlsbad, CA  92018
Phone: 760.402.2190
treva@trevaadams.cpa
Treva M Adams CPA PO Box 120 Carlsbad, CA  92018
Phone: (760)402-2190 | Fax: 866-794-5829
treva@trevaadams.cpa
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