Coastal CFO Solutions, Services

Our Services:

Finance, Accounting & Controls

Cash flow planning, budgeting, and financial accountability are all critical to the success of any small business. Coastal CFO Solutions helps entrepreneurial leaders grow their business by leading the development and implementation of financial strategies that work in the real world. Whether it's creating your first budget or establishing proper accounting system controls, Coastal CFO Solutions helps you chart a course that will allow you to reach new financial horizons.

Part Time or Interim CFO	Casualty Insurance
Banking Relationships	Cash Flow Management
Controls & Procedures	Accounting Systems
Short and Long-Term Budgets	Forecasts & Models
Financial Reporting Improvement	Break Even Analysis
Audit Preparation/Support

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Information Technology

Today's technology choices can be overwhelming. Ignore technology and risk losing headway to your competition; embrace every new update and technology can take over your organization, not to mention your budget! But keeping pace with today's technology changes can be a difficult (and unnecessary) task for business leaders.
Depend on Coastal CFO Solutions to keep abreast of the technologies appropriate for small business. We'll help you uncover opportunities where technology can help enhance productivity, generate cost savings, and improve information flow.
Need a comprehensive IT plan? Coastal CFO Solutions will help you set proper objectives, identify the right technologies and vendors, and work seamlessly with your team to manage the implementation.

Computer Hardware & Software	Telephone Systems
Software Licensing and Compliance	Workflow Improvement
Electronic Data Interchange (EDI)	Internet Connectivity
Part Time or Interim IT Leader	Technology Policies
Backup & Disaster Recovery Plans	MS Access & Excel Development

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Benefits & Human Resources

Human Resources can be one of the most time intensive aspects of running a business. Employment regulations, health insurance, OSHA compliance, policy development, health plans, 401K's... the list is endless. Perhaps more important than regulatory compliance, the HR policies you establish set the tone for your relationship with your employees. Coastal CFO Solutions can help you manage these important tasks without the need of hiring a full-time HR administrator.

Health Plan Analysis and Selection	Payroll Services
Job Descriptions & Procedure Manuals	Hiring Procedures
Personnel Policy and Handbooks	Employee Reviews
Disability & Life Insurance Analysis and Selection

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Special Projects

Flexibility in the face of rapid, and sometimes unexpected, change is essential to the prosperity of a small business. Deciding on which course to follow in meeting these emergent challenges is important, but the execution of a solution is absolutely crucial. Coastal CFO Solutions can provide much-needed assistance by developing and implementing plans to meet your business' specific needs and stay ahead of your competitors.

Merger & Acquisition Support	Due Diligence
Mission Development	Strategic Planning
Specialized Tracking & Reporting Systems	Business Plans
Business Writing, Editing & Proof Reading

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