Free small business CFO check
A CFO for small business owners? See what one does for yours.
Four quick taps. Then a free call about both sides of your money.
Two cards. One picture.
Your free small business CFO check is ready to start. Where should we reach you?
How the free CFO check works
- Answer four questionsAbout a minute. They show how your pay, taxes and books fit together.
- Pick a time for a video callBring a recent bank statement for the business and one for yourself, if you have them.
- Leave knowing where you standWhat would help, whether you need us yet, and what to do on your own meanwhile.
Honest about size
Some small businesses are not ready for a CFO, and the call will say so. If your records are thin or you have a few transactions a month, you may leave with a short list to do yourself.
If a CFO would help, you will hear what it would do for both sides of your money. The practice does not offer personal credit repair, and it issues no signed reports on statements.
Steven Palmieri is a Tax CFO and the Entrepreneur's CFO. The practice is not a CPA firm and does not sign audit or assurance reports.
Start the free checkQuestions people ask first
Is the CFO check really free?
Yes. There is no charge for the call and nothing to sign. If paid work follows, the fee comes in writing first.
Is my business too small?
Probably not. If you make money decisions and your pay is tied to the company, the work applies. If not yet, the call says so.
Can you help with a lender's form?
Yes. We can prepare the personal financial statement with you from your own records, and you sign it.
Who will I talk to?
Your call is with the Steven Palmieri practice, by video. Steven Palmieri works as a Tax CFO, the Entrepreneur's CFO.