Services
CFO Services & Oversight
Allow us to partner with your firm through our CFO suite of services. Our CFO partners with your CEO, Staff, Shareholders, and board of directors to assist with the fulfilment of the strategic goals. All while seamlessly managing your financial reporting with a collaborative internal resource.
CFO Services offer Cash Flow Management, Financial reporting oversight, Audit and Tax oversight, Budgeting and forecasting, Capital Raise decks/design, Strategic Planning, as well as infrastructure design.
Our CFO also leverages our partnerships with banks and lending institutions on your behalf during our overall holistic oversight process.
401K Plans-Implementation
Our partner T Rowe price has developed a start up plan that rivals the plans of fortune 100 companies. This allows small businesses that want to start a retirement plan to do so with a professional recognized throughout the industry. All plans are cost effective and implemented by Financial Advantage.
Here's some of what our plans offer:
State of the Art participant tools, including mobile access to view accounts, Flexible systems that configure to your plan documents, experienced and dedicated service team supported by advanced technology capabilities, award winning education and communications materials, automatic services such as auto-enrollment and auto increase.
Financial Advantage comes to your site and will have your plan implemented in seven business days, along with a third party administrator to write the plan document.
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Accounting & Bookkeeping
Accounting and bookkeeping duties are often overlooked by small business owners that are pushing the business metrics forward. These functions are crucial to having acceptable financial statements. This is where is all begins, with the day to day accounting duties.
Financial Advantage offers clients virtual and periodic on site customized services to fit immediate and future business needs, all at an effective cost.
Accounting Services offer payroll processing and oversight, general ledger reconciliation, bank reconciliations, accounts receivable and collections, accounts payable to include on site and off site check writing, credit card reconciliations, and client invoicing.
8 (A) Govt. Contract Mgmt.
We service two spheres of the government contracting 8(A) business. If you own a small business that is seeking to obtain a contract or if you are a small business that has an existing contract, we have a team of the best professionals in the government space that can assist with your contracting needs.
Our seasoned writing team can assist with obtaining contracts, while our professional licensed management team can fulfil the required oversight needed for your contract.
Small business owners are missing out on a lesser known revenue stream in set aside contracts. The SBA offers an 8(A) certification that will allow your small business to partake in government contracts. Our team has the track record to get you across the finish line certified and actively bidding on contracts.
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Capital Raise Equity & Debt
Working capital is extremely illusive to most businesses and is one of the leading contributors to small business failure.
Financial Advantage has strategically partnered with multiple banks and lending institutions, so that we can in turn provide capital raise services to the small business community.
Financial Advantage has collaborated with lending institutions on their lending and financing requirements placing us in position to prepare your business to go through the process with the banks, lending institutions and or the SBA program.
Set up a free consultation today and our CFO and banking VP partner will visit your office.
Additional Services
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Financial Advantage also offers services within the non profit sector. All of our CFO and or Accounting Services are tailored to fit the reporting and management differences.
We're currently services multiple clients within this genre. Also allow us to prepare your business plan as part of our holistic service approach. Collectively our team has over 20 years writing experience.
Financial Advantage also prepares business taxes to include non profit taxes. We leverage our partnership with our partnering firm to obtain maximum savings for our clients.
Our Human Resources services can be packaged with our CFO and or Accounting services in several customized variations of those service packages, giving our clients the ability to manage both functions under one package. We offer on site and off site services customized to fit your business needs.