Your business is at just that size: You need the expertise of a CFO, but not full-time. Huberty’s Chief Financial Officer services provide oversight, analysis, and interpretation of financial data, ensuring you never miss an opportunity.
Chief Financial Officer Services
- Business and Financial Review Meetings with Owners
- Budgeting Process Development and Implementation
- Cash Flow Management and Projection
- Financial Benchmarking and Trend Analysis
- Financial and Operational Improvement Plans
- Risk Management Assessments
- Internal Financial Report Design
- Interpret Financial Reports to Assist Management
- Audit Preparation and Liaison
- Internal Processes Development and/or Documentation
- Bank Financing and Investor Meeting Preparation
- Capital Asset Acquisition Planning
- Short-Term and Long-Term Financial Forecasting
- Board of Directors Assembly and Facilitation
- Accounting Software Selection and Implementation
- Business Succession Planning
- Personal Tax Structure Planning
Our team of experts is committed full-time to providing you part-time CFO services, allowing you to focus on your business. Choose Huberty.
Chief Financial Officer Advisors
Nathan G. Volkomener, CPA
Nathan’s experience includes significant tax compliance and planning with closely-held businesses and individuals. He has also assisted businesses and individuals with various tax matters including payroll, sales and use taxes, estate planning, and representation before federal and state agencies.
Carla Biwan Hameister, CPA
Carla has 30+ years of experience working closely with small businesses and individuals on tax and estate planning, consulting, and tax preparation. She enjoys working with small businesses and high net worth individuals to minimize tax liability and maximize profit. She has experience in all facets of small business needs, including payroll, sales tax, property tax, financial statements, bookkeeping, tax preparation, and planning.
Carla is part of a select group of top accounting professionals designated as RootWorks Next Generation Accounting Firm, Certified Tax Coach, and QuickBooks™ Pro Advisor. Carla joined Huberty CPAs & Trusted Advisors as a Shareholder in November of