Chief Financial Officer Services for Legal, Medical, Veterinary, and Professional Service Entrepreneurs

You spent years earning your license and perfecting your craft. Now you’re the boss. Unfortunately, that often means that a lot of your time and energy is being spent outside of your area of expertise. Hanging up your own shingle is tough enough without having to figure out how to function as your own finance department. At Wierson CPA, we specialize in helping professionals build the practice that they dreamed of when they took the leap into entrepreneurship. Let’s discuss how approaching your taxes and your finances from the perspective of a CFO can transform the way you run your business.

The Wierson CPA Advisory Process

ASSESS - OPTIMIZE - SCALE

CFO Diagnostic

LET'S GET TO KNOW EACH OTHER. We begin every relationship with a detailed 10-day deep dive into your business from the perspective of a Chief Financial Officer. At the end of our assessment, we will provide you with clear, actionable recommendations to help you optimize your accounting, develop a financial plan, and reduce your tax liability.

CFO Tune Up

LET'S GET YOU SET UP FOR SUCCESS. This 30- or 60-day engagement is designed help you implement our recommendations from the CFO Diagnostic, prepare you and your staff to maintain the bookkeeping, set up compliance procedures, and teach you how to track and analyze the financial metrics that are most important to your financial success. We will also dig deeper into your strategic planning and implement our Cash Flow Forecast Tool to help you take control of cash management.

Fractional CFO

LET'S TAKE YOUR BUSINESS TO THE NEXT LEVEL. Designed for more mature organizations that need consistent analysis, coaching, and strategic planning assistance. Your Fractional CFO will be an experienced financial professional committed to serving as your strategic partner as you build a practice in line with your aspirations and values. Offered by invitation only.

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