CFO Services

Boca Bookkeeping offers financial advice services to guide and advise the business owner how to gain peace of mind and manage the business better.

Many business owners, especially small business owners, find themselves doing everything on their own.¬†With Boca Bookkeeping on your team, you don’t have to worry about making financial¬†decisions you might not feel comfortable or ready to tackle.

We offer services that give you the peace of mind of having an experienced CFO, without adding someone to your payroll. We get that your business is unique, so we can tailor our CFO services to fit your needs.

CFO Services include:

  • Business Planning

  • Business Intelligence Solutions

  • Consulting services

  • Financing support

  • Exit Strategy development

  • Business Advisory

  • Inventory Analysis

  • Profit Improvement planning

George Williams

George Williams has over 25 years of experience working with business owners and leaders to manage complex business processes to improve results, reduce inventory, improving profit margins, and selecting, implementing, and managing financial systems.  George has a keen ability to understand the business owners needs and identify methods to improve results to meet objectives.

Ready to get started? Schedule a consultation