Let’s Grow Your Business Together, Meet Your Dream CFO Services

Think bigger, grow smarter, and dazzle investors with expert guidance from CFOs who can turn your vision into a success story.
Just a Few of the Finance Tools

Work with a Premier CFO Team

Trust a Financial Model that Grows with You

Streamline Expenses and Expand Efficiently

Attract Investors with Ease

Our Services

Strategic Financial Planning

Your CFO will craft a financial model that offers a deep understanding of your business, forming the basis for your ongoing strategy. With our CFO services, we ensure you have a roadmap that evolves with your business needs.

  • Comprehensive Profit & Loss, Balance Sheet, and Cash Flow Reports
  • Detailed Budget vs Actuals Analysis

Monthly Financial Management

With our ongoing support, you’ll continue receiving clear financial reports and strategies tailored to your goals. Our CFO services in the USA provide a steady, reliable foundation for you to manage your business finances with ease.

  • Regular updates on your financial standing
  • Detailed tracking of your performance against budget

FAQ's

Our expert CFO team creates tailored financial strategies that evolve with your business. Whether you’re a startup or an established enterprise, we provide detailed financial insights to make informed decisions. our IRS tax relief services to further safeguard your finances and address any tax-related challenges that may impact your growth.

You’ll receive comprehensive financial reports, including Profit & Loss statements, Balance Sheets, Cash Flow analysis, and Budget vs Actuals comparisons. These reports provide a clear picture of your company’s financial health and progress, all crafted through our expert CFO services.

Our CFO services streamline financial communication by providing organized, real-time updates through an intuitive portal. This makes it easier to present clear, professional reports to investors, helping you secure the capital needed to grow your business.

Our support is ongoing. We offer monthly financial management services, ensuring you receive regular updates, tracking your business’s performance, and adjusting strategies as needed to meet your long-term goals. With our CFO services for small businesses, you get continual support to ensure sustained growth.

Ready to evolve your business with expert financial guidance?

Let Criterion’s CFO services streamline your growth, provide clear insights, and help you attract investors with ease. Get started today and see how our tailored solutions can drive your success.

    Advisory & Tax Services for Tradespeople

    • Tax Planning & Strategy
    • Financial Management
    • Compliance & Regulatory Support
    • Job Costing & Project Management
    • Payroll & Compensation Planning
    • Tax Preparation & Filing
    • Equipment & Vehicle Financing
    • Retirement & Succession Planning

    Advisory & Tax Services for Medical Professionals

    • Tax Planning & Strategy
    • Financial Management & Planning
    • Compliance & Regulatory Guidance
    • Practice Valuation & Growth Advisory
    • Payroll & Compensation Structuring
    • Payroll & Compensation
    • Tax Preparation & Filing
    • Retirement & Succession Planning
    • Estate & Wealth Planning
    • Risk Management & Insurance Advisory
    • Project Financing & Cost Management

    Real Estate Services

    • Tax Planning & Strategy
    • Real Estate Transaction Advisory
    • 1031 Exchange Services
    • Property Tax Consulting
    • Cost Segregation Studies
    • Real Estate Investment Trust (REIT) Advisory
    • Real Estate Partnership Taxation
    • Financial Forecasting & Budgeting
    • Compliance & Regulatory Advisory
    • Estate & Succession Planning