FAQs

 


Why aren't any prices listed for your services?

Pricing is based upon the number of services we need to provide and will vary from customer to customer.

 

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It says you can help us with commercial loans. Does that mean you will assist us in obtaining a loan if we do not have a commercial banking relationship?
Yes. We will work with you to determine the type of loan or loans you need for your business and help you with the commercial loan process.

 

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Are there any fees associated with obtaining a loan?
The only fees are the hourly charges for assisting you with your loan request. We do not charge any points, i.e. percentage of the loan request as loan brokers do.

 

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It says that Your Portable CFO is Your Financial Partner in Business. Does that mean you have funding for clients and will become a co-owner?
No, what we mean by your Financial Partner in Business is that Your Portable CFO wants to work with you in establishing and developing goals and procedures that will make your company run more effectively and profitably.

 

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Do you offer accounting or bookkeeping services?
We do not offer accounting services and offer bookkeeping services only in certain circumstances. Our staff is QuickBooks Certified and experienced with Sage Accounting. We can assist you with bookkeeping questions.

 

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How do you provide your services?
There are three ways we can work with you. One is to work at your companys site. The second is to have you send us the information we require to assist you. The third option is for us to access your information remotely from a designated company at your site.

 

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Your Portable CFO • Bucks & Montgomery County PA • 267-474-1868
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