Services Offered

At Strategic CFO Solutions, we provide a comprehensive range of financial services to guide your business towards success. With our expertise and dedication, we serve as your trusted partner on the path to financial stability and growth. Explore our offerings below:

  • Monthly advanced and technical financial coaching, consulting, guidance, and mentorship.
  • Financial Ratio Analysis, Margin Analysis, and Trend Analysis for deeper financial insights.
  • Cash Flow Analysis and Forecasting to optimize financial strategies.
  • Leveraging optimal Debt and Tax Strategies for strategic planning and decision-making.
  • Provides financing solutions through Commercial Loans, Lines of Credit, and SBA 7a and 504 Financing options.
  • Loan options available up to 100% for various needs such as Commercial Real Estate Acquisitions or Refinance, Buying a Business, Shareholder Equity Buy-In or Buy-Out, Location Expansion, Tenant Improvements, Purchasing Fixtures, Furniture, Equipment, or Vehicles, Debt Consolidation, Hiring additional employees, and more!
  • Creative bank account-based financing strategies and solutions available including below market interest rate loans, return on your cash, and no personal guaranty loan options available.
  • Preparation of Financial Statements including the Income Statement, Balance Sheet, and Cash Flow Statement
  • Manage and analyze Accounts Receivables and Payables Aging Summaries
  • Generate Work In Progress Reports and Tenant Rent Rolls
  • Develop Personal Financial Statements and Schedules of Debts, Assets, and Real Estate Owned
  • Provide expert Payables Management services.
  • Offer assistance with Loan Financial Reporting and Covenant Requirements for regulatory compliance
  • Prepare Meeting Minutes and handle DCCA and BOI filings with precision
  • Draft Operating Agreements, Bylaws, Authorization Letters, and Corporate Resolutions
  • Ensure meticulous Records Retention of your Corporate Book
  • We work with all businesses and industries. Though we have specialized knowledge and experience in industries that include:
    • Healthcare
      • Doctors
      • Dentists
      • Nurse Practitioners
      • Chiropractors
      • Specialists, Nursing Home and Case Management Providers
      • Licensed Psychologists and Mental Health Providers
    • Contractors
      • General Construction
      • HVAC
      • Plumbing
      • Electrical
      • Roofing
      • Landscaping
      • Foundation and Framing
      • Sheet Metal Fabrication
      • Cabinet & Countertop manufacturing and installation, etc.
    • Restaurants
      • (Full serve, quick serve, coffee shops, and food trucks)
    • Retailers & Wholesalers
    • Non-Profit Organizations
      • (Churches, Public Charities, Private Foundations, Condominium AOAO Association Boards, and Informal Unincorporated Clubs and Social Groups)
    • Professional & Technical Services
      • Residential and Commercial Real Estate Brokers and Investors
      • Insurance Brokers
      • Engineering Firms
      • Law Firms
      • CPA Firms
    • Arts, Entertainment, and Recreation
      • Balloon Artists
      • Musicians
      • Vocalists
      • Entertainment Productions
      • Chartered Boat Tour Services
      • and Golf Tour Services
    • Gym & Fitness Services
    • Automotive Repair, Body & Fender Shops, and Used Car Dealerships
  • Assist with the Federal System for Award Management (SAM) registration and renewal.
  • Assistance with the U.S. Small Business Administration’s Federal 8a Business Development Enterprise Application Process.
  • Assistance with setting up and organizing the corporate book for Native Hawaiian Organization (NHO) entities, and new 8a contracting entities.
  • Assistance with the application process for the State of Hawaii Department of Transportation’s Disadvantaged Business Enterprise Program.
  • Structure bank accounts, capital, and financing for optimal utilization and compliance.
  • Monthly advanced and technical financial coaching, consulting, guidance, and mentorship.
  • Financial Ratio Analysis, Margin Analysis, and Trend Analysis for deeper financial insights.
  • Cash Flow Analysis and Forecasting to optimize financial strategies.
  • Leveraging optimal Debt and Tax Strategies for strategic planning and decision-making.
  • Preparation of Financial Statements including the Income Statement, Balance Sheet, and Cash Flow Statement
  • Manage and analyze Accounts Receivables and Payables Aging Summaries
  • Generate Work In Progress Reports and Tenant Rent Rolls
  • Develop Personal Financial Statements and Schedules of Debts, Assets, and Real Estate Owned
  • Provide expert Payables Management services.
  • Offer assistance with Loan Financial Reporting and Covenant Requirements for regulatory compliance
  • Prepare Meeting Minutes and handle DCCA and BOI filings with precision
  • Draft Operating Agreements, Bylaws, Authorization Letters, and Corporate Resolutions
  • Ensure meticulous Records Retention of your Corporate Book
  • Provides financing solutions through Commercial Loans, Lines of Credit, and SBA 7a and 504 Financing options.
  • Loan options available up to 100% for various needs such as Commercial Real Estate Acquisitions or Refinance, Buying a Business, Shareholder Equity Buy-In or Buy-Out, Location Expansion, Tenant Improvements, Purchasing Fixtures, Furniture, Equipment, or Vehicles, Debt Consolidation, Hiring additional employees, and more!
  • Creative bank account-based financing strategies and solutions available including below market interest rate loans, return on your cash, and no personal guaranty loan options available.
  • We work with all businesses and industries. Though we have specialized knowledge and experience in industries that include:
    • Healthcare
      • Doctors
      • Dentists
      • Nurse Practitioners
      • Chiropractors
      • Specialists, Nursing Home and Case Management Providers
      • Licensed Psychologists and Mental Health Providers
    • Contractors
      • General Construction
      • HVAC
      • Plumbing
      • Electrical
      • Roofing
      • Landscaping
      • Foundation and Framing
      • Sheet Metal Fabrication
      • Cabinet & Countertop manufacturing and installation, etc.
    • Restaurants
      • (Full serve, quick serve, coffee shops, and food trucks)
    • Retailers & Wholesalers
    • Non-Profit Organizations
      • (Churches, Public Charities, Private Foundations, Condominium AOAO Association Boards, and Informal Unincorporated Clubs and Social Groups)
    • Professional & Technical Services
      • Residential and Commercial Real Estate Brokers and Investors
      • Insurance Brokers
      • Engineering Firms
      • Law Firms
      • CPA Firms
    • Arts, Entertainment, and Recreation
      • Balloon Artists
      • Musicians
      • Vocalists
      • Entertainment Productions
      • Chartered Boat Tour Services
      • and Golf Tour Services
    • Gym & Fitness Services
    • Automotive Repair, Body & Fender Shops, and Used Car Dealerships
  • Assist with the Federal System for Award Management (SAM) registration and renewal.
  • Assistance with the U.S. Small Business Administration’s Federal 8a Business Development Enterprise Application Process.
  • Assistance with setting up and organizing the corporate book for Native Hawaiian Organization (NHO) entities, and new 8a contracting entities.
  • Assistance with the application process for the State of Hawaii Department of Transportation’s Disadvantaged Business Enterprise Program.
  • Structure bank accounts, capital, and financing for optimal utilization and compliance.

Contact Us Today

Pave the way to your success with Strategic CFO Solutions.