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The CFO is a key member of the management team.
The work of the CFO is central to the daily decisions
and movement of the company.
The CEO may be the
Captain of the ship but the CFO is the Navigator.


The CFO is expected to take an active role in vendor term negotiations and contracts, new client
negotiations and contracts, and banking terms and leasing in addition to daily forecasting and cash
management. He or she is expected to play a key role in major initiatives like taking a company public,
seeking venture capital, buying, selling or merging with another business, or succession planning.

Is your company reaching the size where you need a CFO? Our CPAs have experience as CFOs
and controllers for large and small companies. Our bookkeepers and operations managers have
experience in a variety of industries. Let us take on the CFO responsibility for you and save you
money at the same time.

Not quite ready for a full time CFO? We can tailor our service to meet your needs.
Does your CFO need some extra support? Let us provide the service you need without adding
another employee.

TAD will design and deliver the service you need. We help your company expand and save you
money at the same time.
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