Protect the Future of Your Business – Hire a CFO:
Having a professional CFO in your arsenal is like having a personal trainer for your finances. We set goals, help you implement, and hold you accountable to hit your targets each and every month.
Share Your Vision:
When hiring a CFO, the first step is to share your unique vision. A successful company needs leaders at all levels, but they must ultimately work toward the same goals. We work with your in-house team to help you align your goals and save money.
Get accurate financial information & a proactive partner to help you make strategic, informed decisions to grow every single year!
20 Years of Experience and Counting:
At Palma Financial Services, we know you need a financial partner who isn’t afraid to have an opinion, with the experience to back it. It’s impossible to know what the future holds when it comes to business, so you need a CFO with a proven track record. Miguel Palma has over 20 years of experience as a CPA, PFS, and CGMA.
Expert Financial Guidance During Uncertain Times
As your CFO, I help you with your tax strategy, planning, and savings in order to grow your wealth and increase your business valuation by monitoring four indicators of success: Revenue, Gross Profit, Net Profit, and Net Worth. I also focus on Asset Protection to help you to ultimately grow your wealth, business valuation, and retirement.
By monitoring your revenue, a CFO can help you to make sure that you’re increasing your margins and minimizing your expenses for maximum revenue.
Your CFO takes a close look at your gross profit metrics to see how much you are making before taxation occurs.
Looking at your net profit is a key indicator of success. By evaluating your net profit value, your CFO can advise you on how to make the most of your profits.
We look at your net worth to coach you on how to maximize your gains and minimize your losses. With customized taxation strategy and planning, we craft a tax plan that works for you.
Part of our job as your virtual CFO is to help you protect your data. Our targeted advice and coaching helps to ensure that your valuable assets are safely preserved and protected.
Ultimately, our goal as your CFO is to help you to grow your wealth. We work with you to make sure that your numbers go up – your wealth, your business valuation, and your retirement so that you reach your financial goals.
Hiring a seasoned CFO provides the financial guidance your company needs to rise to the next level. If you have any questions about what CFO services can do for your business, don’t hesitate to contact us at Palma Financial Services to schedule a free consultation.