We are a business training and contract chief financial officer (CFO) firm. Our business training services consists of quality seminar/keynote addresses for CPAs, bankers, attorneys, credit union employees, credit managers, trade groups, and business owners. We also provide training via “webinars” which are usually one hour in length and are administered through a live “interactive” PowerPoint presentation. These training sessions often fulfill the requirements for Continuing Professional Education (CPE), Continuing Legal Education (CLE), and Continuing Education Units (CEUs). Our contract CFO services include financial statement analysis, obtaining "actual" bank/non-bank financing, and management consulting for small-to medium-size businesses. Clients include construction companies, medical practitioners, and real estate developers.
May 6th 2022
One of the best seminars I've taken in recent history. Highly recommend
May 5th 2022
This was an excellent presentation--covering in summary format, followed by details, of virtually every aspect of working capital, cash and credit management.
Apr 22nd 2022
It was knowledgeable and Practical.
Apr 19th 2022
Jan 17th 2022