CFO & Business Advisory
Strategic financial leadership without the full-time overhead. We help you plan for growth, manage cash flow, and uncover opportunities to boost profits.
What is CFO & Business Advisory
Elevate your business strategy with our CFO & Business Advisory services. We provide critical insights through cash flow forecasting and budgeting, helping you anticipate financial needs and plan for the future. Our expertise includes profit margin and breakeven analysis to optimize your profitability, comprehensive business health checkups to identify areas for improvement, and strategic growth consulting to guide your expansion. We also offer invaluable software and tool implementation guidance for platforms like QuickBooks, Keeper, and client portals, ensuring your operations are efficient and technologically advanced.
Pricing
One Comprehensive Plan. Maximum Value.
CFO & Business advisory
Complete, top-tier service that feels like having your own in-house CPA team
Services
- Monthly financial oversight with reporting and analysis
- Strategic budgeting, forecasting, and cash flow planning
- Guidance on entity structure and tax strategy
- Financial modeling
- Technology & Tool Implementation
- Dedicated account manager and 24/7 priority support
FAQ's
Frequently Asked Question
This plan delivers full financial oversight, just like having your own in-house CPA team. It includes monthly financial reporting, strategic budgeting and forecasting, tax guidance, financial modeling, and the implementation of tools to streamline operations. You’ll also have a dedicated account manager and access to 24/7 priority support.
We will schedule a remote discovery meeting. This will enable you to ask questions, and us to better understand your needs. From there we will submit a proposal and an engagement letter if you decide to proceed.
Billing is handled automatically through ACH payments on a fixed monthly rate. With auto payment, we can stop counting
time and focus on working with you.
Yes. Although this is a comprehensive service, there’s no long-term contract. You can cancel at any time with no penalties. Our goal is to be a strategic partner, not a commitment you feel stuck in.
You’ll have access to a private, secure client portal where we’ll send upload requests and updates. Plus, with a dedicated account manager and Zoom consultations, expert support is always just a click away.
Why Choose Us
We will help you achieve all your business goals
In today’s fast-paced business world, you need more than just an accountant – you need a trusted financial partner. At Dunaway and Willis PC, we blend a rich legacy of client trust with a modern, forward-thinking approach.
- Decades of Proven Trust
- Beyond Traditional Accounting
- Data-Driven Insights
- Consulting-First Approach
- Experienced Team of Professionals
- Efficient Implementation Support
- Focus on ROI and Growth
- Consultant Experts In Their Field
Ready for a Smarter Financial Future?
Contact us today to discover how our modern consulting and subscription pricing can simplify your tax and accounting needs.