Small Business Services
Part-Time CFO Services & Membership Retainer Plans
Get the financial leadership of a seasoned CFO — without the full-time salary. Ongoing advisory, tax strategy, and financial oversight tailored to your small business.
Your Business Deserves More Than Once-a-Year Tax Prep
Most small business owners only talk to their accountant at tax time. By then, it's too late to make the moves that actually save money. Danny Fink's part-time CFO and retainer plans give you year-round access to expert financial guidance — so you're making smarter decisions every month, not just in April.
What Is a Part-Time CFO?
A Chief Financial Officer oversees the financial health of a business — cash flow, profitability, tax exposure, budgeting, and long-term planning. Most small businesses can't justify a full-time CFO. A part-time CFO arrangement gives you that same expertise on a fractional basis: regular check-ins, strategic advice, and someone who knows your numbers inside and out — at a fraction of the cost.
What's Included in a Retainer Plan
Monthly Financial Review
We review your P&L, balance sheet, and cash flow every month — identifying trends, flagging problems early, and keeping you informed.
Proactive Tax Planning
Quarterly tax strategy sessions to minimize your liability, time deductions, and avoid surprises at year-end. No more scrambling in March.
Cash Flow Forecasting
Forward-looking cash flow projections so you always know what's coming — and can plan for slow seasons, big purchases, or growth investments.
Budget Development & Tracking
We build a realistic annual budget and track performance against it each month, so you know exactly where you stand versus your goals.
Priority Access & Consultations
Retainer clients get priority scheduling and direct access to Danny for questions, decisions, and financial guidance throughout the year.
Tax Preparation Included
Annual business and personal tax preparation is included in select retainer tiers — one seamless relationship from bookkeeping to filing.
Is This Right for Your Business?
Retainer Plan Tiers
Plans are customized to your business size and needs. Contact us for exact pricing.
Essential
Quarterly financial reviews, proactive tax planning, and priority access. Ideal for solo operators and early-stage businesses.
- Quarterly P&L and cash flow review
- Two tax strategy sessions per year
- Priority scheduling
- Annual tax preparation
Growth
Monthly financial oversight, full tax planning, and budget tracking. Built for growing businesses that need consistent financial leadership.
- Monthly financial review and reporting
- Quarterly tax strategy sessions
- Annual budget development and tracking
- Cash flow forecasting
- Annual tax preparation included
Executive
Full fractional CFO engagement — monthly reviews, ongoing advisory, forecasting, and direct access for day-to-day financial decisions.
- Monthly financial review and advisory call
- Ongoing tax strategy and planning
- Cash flow forecasting and scenario planning
- Budget development, tracking, and variance analysis
- Direct access to Danny for financial decisions
- Annual business and personal tax preparation
Ready for Year-Round Financial Leadership?
Contact Premier Tax Consulting to discuss which retainer plan fits your business — and start making proactive financial decisions today.