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Desert Road

Consulting & Outsourced CFO

"When should I hire a CFO?" This is a common question among small business owners. For the most part, this comes down to a question of when are they big enough of a business to have a CFO. In truth, you are never too small to have a CFO! Having a CFO early in the business's life cycle means there is someone in your business with a duty to protecting the financial health of the enterprise. Protect your business and its financial future by talking to us today about our outsourced CFO services!

Cash Flow Analysis

Cash Flow Analysis is imperative to ensuring your business's health. Without one, small business owners are left scrambling when they unexpectedly run out of cash. Don't let this be you! Let our professionals guide you to financial health.

Tailored Financial Plan 

You will receive a completely customized financial plan when you retain us as your outsourced CFO. We leverage the cash flow analysis to ensure there are no gaps in your cash projections. We work tirelessly to ensure your financial goals are met!

Regular Status Meetings

As your outsourced CFO, we will establish a regular cadence of meetings to match your needs. This gives you consistent access to your financial professional to go along with any one-off questions you have along the way!

Monthly Financial Statements

As your outsourced CFO, our firm will produce monthly financial statements for your small business. These help give you the full picture of your business on a regular basis. Another benefit is you will be able to use these during any dealings with banks for potential investors.

Areas of Improvement

As we learn the ins and outs of your business, we will recommend areas of improvement to continue to grow your business. We will include these recommendations with each monthly financial statement we issue to your business.

Expert in Small Business Finances

The most important part, you get an expert in small business finances. We have worked with many clients through many situations and are confident we can help you navigate your finances in the present and future.

So How Do We Help?

Ready to have a road map to success?

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Just click the button below to schedule a consultation to hear more about our firm and how we can help get your business to the next level!

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