Services Provided

A good chief financial officer will handle your company’s entire financial picture in a strategic way. Whether your company is large or just getting off the ground, the role of CFO requires the utmost in professionalism and integrity.

Working with Capitol CFO Solutions, entrepreneurs and small business owners benefit from top CFO talent at a fraction of the cost of a full-time employee.

Learn more about the benefits from working with us, our client process, and the details of the services we provide.


How We Help Your Business

  • We save you time. Capitol CFO Solutions does the work you don’t have the time for. We can literally save you hours of meeting with your accountant and weeks or months of implementation effort.
  • We provide the information you need to operate your business effectively. For example, we’ll provide accurate accounts receivable aging so you can collect payments faster!
  • We help your business run smoother, giving you more time to focus on sales growth. We can streamline your inventory management system, create a more efficient bill-paying system, or improve your communications with customers and suppliers.
  • We enable your company to use cash more effectively so you can grow your business. We’ll help you lower your interest costs, cover debt obligations more effectively, and consolidate or restructure your debt.
  • We can help you obtain the capital to fund your growth. Through our capital market experience and connections, we can raise the funds to catapult your company into the top tier of its industry!


Our Process

Our one-on-one consulting process is straightforward, and we work with clients either on site or from our office.

During our no-cost initial consultation, we gain a basic understanding of your business and, with your direction, assess your financial needs.

Together we develop a term sheet that defines the scope, time frame, and cost of our services. Once we agree on the services you want, we sign a consulting agreement.

Next, we get to know your goals and your company in great detail. During this intensive learning and evaluation period, we formulate a financial operating and strategic plan specifically for your company.

Now, we work with you to implement these solutions. We continue to provide periodic oversight based on your needs, freeing you up to focus on your core business while we handle your financial matters.


Services Offered

Capitol CFO Solutions provides you with solutions that equip your company to make decisions and take action to become a major force in its market. Our work addresses the following aspects of your business:

Financial Reporting

  • Financial statement preparation
  • Accounting and bookkeeping services
  • Billing and receivables
  • Vendor invoicing and disbursements
  • Cost tracking
  • Cash flow management tools
  • Payroll and payroll tax filing
  • 1099 preparation
  • Financial staff training

  • Assessment of capital needs
  • Obtain capital
  • Bank relationships
  • Covenant compliance
Financial Management

  • Budgeting
  • Business Forecasting
  • Management reporting and analysis
  • Corrective action plans
Strategic Planning

  • Capital allocation priorities
  • Business plan development, implementation, and follow-up analysis
  • Expansion opportunities
  • Product and pricing decisions
  • Development of specialized financial models
Valuation Services

  • Enterprise valuation
  • Acquisition analysis and due diligence
Systems Design

  • Internal controls
  • Information systems
  • Workflow and processes for increased productivity
  • Cost accounting systems
  • Implementation of systems plan
Risk Management

  • Corporate insurance
  • Regulatory compliance
  • “Key man” life insurance
  • Succession planning

To learn more, contact us for a no-cost consultation.