Category

CFO Services
financial advisor giving estate planning advice.
Estate planning is not a venture that is solely reserved for the very wealthy. Anyone who wants to protect and care for their loved ones can benefit from estate planning services. Estate planning ensures that the people who matter the most to you are protected well after you’re gone. Poor estate planning can lead to...
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Portrait of young Asian successful accountant working on paperwork with calculator inside office
Most small businesses can’t justify the cost of an in-house accountant, but they still need expert financial guidance. Saddock Financial Partner fills that gap as an outsourced accounting partner—offering the same level of expertise and strategic insight without the overhead of a full-time hire.  From managing daily finances to long-term tax planning and financial forecasting,...
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Picture of outsourced CFO giving business advice.
Most small and medium-sized businesses don’t have the resources to hire an in-house financial expert with the requisite credentials and experience in smart and successful financial strategies. This is why many business owners turn to CFO consulting services. An outsourced CFO has all the benefits of a top financial manager and Chief Executive Officer. However,...
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Young man offering CFO outsourcing services to client
The business landscape is constantly evolving, and there’s a broad and growing trend of outsourcing critical roles in a company’s structure to professional teams that can provide unparalleled insight. Therefore, when it comes to all aspects of a business’s finances, a CFO consultant or a CFO consulting services provider can be a game-changing asset that...
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outsourced CFO
Startups, small businesses, and companies on the edge of future growth often don’t have the financial resources to hire an in-demand Chief Financial Officer (CFO) in-house. As a result, many of these business owners and entrepreneurs find that the best solution is to enlist consulting CFO services.  CFO consulting services are growing in demand across...
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CFO consultant meeting with client
The goal for any business is to achieve sustainable growth, but identifying the precise path to reach this milestone is obviously not clear. Businesses need a constant eye on market trends, internal data analysis, and financial management. In addition, it can be difficult for a business owner to keep continuous track of broad and detailed...
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cfo services, business people meeting and discussing finances
Small businesses can benefit greatly when it comes to having CFO services. A Chief Financial Officer (CFO) can provide guidance and strategies for all aspects of a company, from annual tax preparation to the best paths forward for future financial growth.  Unfortunately, most small businesses don’t have the income to hire a personal CFO in-house....
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cfo services
The beginning of the year is a great time to hire a CFO! In a nutshell, the duty of a company’s CFO is to oversee the finances of the business. The CFO plays an integral role, handling everything to do with money. That is, any financial data from the past, present, or future of the...
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personal cfo
As a business owner, you simply cannot do it all. No matter how smart you are at what you do. You cannot be an expert in every area of your financial life. A personal CFO (or Chief Financial Officer) may just be the essential part that is missing. At Saddock Financial Partners, our team’s wealth...
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fractional CFO
Let’s face it: being a small business owner is hard work. It’s nearly impossible to find time to do everything that you want to do to run your business. This tends to be especially true for a company’s finances. Many small business owners are not trained in running the financial side of a business, and...
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