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What makes you different than our CPA firm?
Typically, CPA's are engaged in compliance work - tax and audit services. We are members of your management team and work with your team of outside service providers. We have "been there, done that" when it comes to operations analysis and business decision making. We work "in" your organization, not "on" it.
Are you a sole practitioner?
Advantage CFO Solutions LLC is part of a strategic alliance with other firms offering complementary services and expertise. Together we’re able to provide comprehensive services for businesses in transition.
How long have you been in business?
Five years.
What size and type of companies do you serve?
Mainly manufacturing and service sectors. Firms tend to be at least $2 million to $50 million in sales, but we also work in specific divisions of very large corporations. We work with start-ups in some cases.
Have you ever been engaged in legal action?
No, and we maintain professional liability insurance.
How do you set your professional fees?
Your firm’s budget, size, project type and its market location, along with current market conditions and the nature of the engagement, are all factors in pricing. We provide confidential pricing tailored to each engagement. We are often able to offer a not-to-exceed price for a total project. We will not accept contingency fees.
How do you ensure confidentiality?
Advantage CFO Solutions LLC will not conduct business without an engagement letter or contract which addresses this issue. Absolute confidentiality is not only what’s in the best interest of our clients; it’s critical to the continued success of our firm. Without strict adherence to discretion, our business, quite simply, would fail.
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