We’ll keep your books in order and provide the back office services at a price that works for you.
Outsourced CFO services involve providing businesses with experienced financial professionals who act as their Chief Financial Officer (CFO) on a part-time or project basis. We offer financial guidance, strategic planning, budgeting, forecasting, and financial analysis. Utilizing our CFO services allows the business owner or nonprofit organization the ability to focus exclusively on growing their business.
Retirement and succession planning are essential components for both business owners and employees. Retirement planning involves creating strategies and investment plans to ensure financial security after retirement. Succession planning, on the other hand, focuses on preparing for the smooth transition of business ownership and leadership. We look at each customers unique needs and design a plan that addresses their concerns. This includes identifying potential successors, training them, and implementing strategies to ensure the company's continued success.
The management team from District Financial came in listened to our problems, developed a strategy to address those problems and set up a process that the organization still employs today.
Head of economic development (NAACP)
District Financial implemented an internal process that has helped us become more organized with our finances. As a result our board is more comfortable with our long term goals going forward.
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We offer specialized financial services, allowing visionary entrepreneurs the ability to focus on their business or nonprofit vision. Our comprehensive approach provides a roadmap for our customers that addresses both their immediate concerns and long-term financial goals.
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