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    • Accounting & Bookkeeping
    • Payroll Services
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    • Other Services
  • Equine Accounting
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    • Home
    • About Us
    • Services
      • Accounting & Bookkeeping
      • Payroll Services
      • Tax Services
      • CFO Services
      • Other Services
    • Equine Accounting
    • Industries
    • Client Portal
    • Book Your Appointment
    • Financial Tools
    • Contact Us
  • Home
  • About Us
  • Services
    • Accounting & Bookkeeping
    • Payroll Services
    • Tax Services
    • CFO Services
    • Other Services
  • Equine Accounting
  • Industries
  • Client Portal
  • Book Your Appointment
  • Financial Tools
  • Contact Us

CFO Services

Many small businesses recognize the need for a talented finance professional but can't attract, afford or manage one in-house. For this reason, savvy entrepreneurs hire CFO Services who can deliver game-changing results at a fraction of the cost to hire internally. Our CFOs bring the needed expertise and experience to transform your business into a sophisticated operation.

cfo advisory services

Financial projections and budgets

We help you build your business and prepare for the future with financial reports, forecasts, and budgets. We’ll assess your business and build custom financial strategies to improve profitability, minimize expenses, and strengthen your overall growth.


Some of the services our expert CFOs offer:

  • Revenue forecasting
  • Cash flow management
  • Employee expenses and headcount planning
  • Annual and monthly budgets
  • Build custom financial strategiesreputation of excellence in the accounting industry.

Full stack financial management

Phoenix can manage your business finances from end to end. Our CFO services provide the expertise and tools to manage every financial aspect, from day-to-day bookkeeping to tax preparation and reporting or your big-picture financial analysis.

Raising Capital

Raising funds is stressful. Our experienced CFOs take the pressure off by preparing you with the right financial reports and projections. We are the advisory to drive your next capital raise.


If you are looking to raise capital, our CFO services can help. Here’s how:

  • Financial Modeling
  • The burn rate and runway
  • Pricing and cost analysis
  • Pitch preparation, investor decks, and business plans
  • Fundraising strategy

Do i need cfo services?

Many business owners are unsure whether their business needs CFO Services. We've created a questionnaire to help you determine if your business could benefit from the variety of services we provide that go well beyond bookkeeping.

Find out more

Connect With Us

Phoenix Accounting

882 County Road 322, Moulton, Alabama 35650, United States

2563418517

Copyright © 2025 Phoenix Accounting - All Rights Reserved.

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