Your local starting point
Growing businesses sometimes need a regular financial management conversation alongside everyday bookkeeping. Explore part-time CFO services, describe the decisions your team is working through, and discuss the reporting, meetings, responsibilities, and level of involvement that would fit your business.
Describe the decisions your team faces and the financial information currently available to support them.
Bring examples of the reports you receive and explain what you need help understanding.
Discuss meeting frequency, staff coordination, availability, and the responsibilities included in the fee.
Make a connection
1 member to exploreContact businesses directly to confirm service area and availability.
Based in: Garland, Texas
Full-service accounting firm offering a broad range of services for business owners, executives, and independent professionals.
A little preparation goes a long way
Talk with Vick and Grohman about the business decisions that prompted your interest in part-time CFO support. The firm lists this service alongside its accounting work. Explain whether your team needs help discussing budgets, understanding reports, preparing for expansion, or coordinating financial information. Describe who handles the books today and what information management already receives. Ask which responsibilities the proposed arrangement would cover and how the CPA would work with your existing staff.
Agree on meeting frequency, the reports to be discussed, and the questions you want each review to address. Ask who prepares information before meetings and who follows up on agreed tasks. Clarify whether the engagement includes staff coordination or conversations with other advisers, and how additional projects are approved. If the immediate concern is the timing of receipts and payments, also explore cash flow management. Discuss availability between meetings and the fee structure before choosing the level of support.
Good questions. A clearer next step.
A few things to know as you explore your options.
Ask the firm to distinguish the recurring recordkeeping work from management discussions, reporting, and coordination in its proposed arrangement. Confirm whether both services are included.
Describe the current team and ask how the CPA would work alongside it. Agree on responsibilities rather than assuming the service replaces an existing role.
Discuss how the engagement would be reviewed, how extra projects are approved, and whether changes to meeting frequency or responsibilities affect the fee.
Keep it local
Discover more businesses and services through your Chamber.
