Part-time CFO services can often be a cost-effective way for an owner-operated business to benefit from the insight and advice of a proven CFO at a fraction of the annual cost of hiring a CFO full-time. Whether you require a CFO for 1-2 days per month or for a 3-6 month project, we can structure a solution that meets your needs.

Our Areas of Specialty include:

Strategic Planning: It has been said that most wars are won before the battles ever begin. Despite the importance of a strategic plan, many companies operate without one. Let us help you to articulate your mission statement, establish your brand positioning strategy, identify your core competencies, your differentiated value proposition, your obstacles to success and more.
Business Process Improvement (sometimes referred to as Re-Engineering): No matter which buzzword you choose, BPI can help you to reduce costs, improve data integrity and increase time to market...We have experience with a variety of processes from order fulfillment to manufacturing to closing the books.
Management Reporting: You may have heard other CEOs talk about their "Dashboard" reports or their "Balanced Scorecards"...Let us help you to put best practices into place in creating effective tools for evaluating and running your business.
Financial Modeling and Forecasting: Whether you are looking to create a five year financial forecast, evaluate a new business opportunity or simply need assistance in creating this year's operating budget, we can help.
Turnaround Services: Has your growth stagnated or gone negative? Do you have difficulty making the unpopular decisions? Do you need to check the daily cash receipts to ensure that there is enough money in the bank account to cover this week's payroll or check run? Is company morale at an all-time low? If you'd like a battle-tested CFO who has SUCCESSFULLY dealt with these issues and more, contact us now.
Business Valuation Services: Whether you are looking to buy or sell a business, it is critical to align yourself with a trusted, knowledgeable advisor. We can help you to establish the parameters of the transaction, calculate the right price, handle due diligence, assist with negotiations, determine the optimal deal structure and ensure a smooth transition, all to increase the likelihood that you will reap the benefits sought in the transaction.

Levine & Associates • 7805 NW Beacon Square Boulevard, Suite 201 • Boca Raton, FL 33487
Phone: (561) 999-1982 • Fax: (561) 999-1253
Boston Office • 1 Prince Way • Sharon, MA 02067
Phone: (617) 517-9129 • Fax: (617) 830-9850