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Most small business don't need a full-time CEO

…they just need one on call.

CFO Services

Growing businesses often reach a point where they need professional financial advice, but can’t afford a full-time CFO or controller (especially considering they range from $160,000 to over $250,000 per year, not including bonuses and benefits). Enter Mergix. 

Here’s what you get with our Part-Time CFO services:

Cash & Financial Controls Management

  • A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.
  • Better understanding of the financial side of your business. So you have less surprises and more control over the money.
  • Training and managing your accounting staff.
  • Cash management.
  • Development of company accounting procedure manuals.
  • Custom designed collection policies and procedures

Forward Looking Strategies

  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans.
  • The comfort from knowing that a professional is overseeing, protecting and constantly improving the financial side of your business.
  • Improved decision-making capabilities from clearly seeing the hard and true numbers of your business.
    Profitability analysis by service or product line.
  • Tax saving strategies.
  • Trend analysis.
  • Assistance in defining long-range plans and the quantification of goals.

Internal and External Financial Reporting

  • Improved quality and timeliness of financial information.
  • Budget preparation and monitoring.
  • Profitability analysis by service or product line.
  • Analysis of equipment purchases, expansions, etc.

Liaison with Strategic Business Partners

  • Liaison with bankers, attorneys, vendors, insurance agents, etc.
  • More time to focus on new services, new customers and other core business issues.
  • Assistance in obtaining financing from banks, including assistance with negotiations.
  • Mergers and acquisitions assistance


to discuss our Fractional CFO Services. 

Financial clarity to find your path to success.