Wealth Design International Inc.
Wealth Design International Inc.
2050 Trowbridge Court
Charlotte, NC 28270
Phone: 704-206-0547
Email: info@wealthdesign.biz

Wealth Design International Inc.

2050 Trowbridge Court
Charlotte, NC 28270

Tel : +1 704 206 0547

Fax : +1 704 631 4945

Contact us via email

Contract CFO Services

Looking to engage a CFO or Controller?

 

Have you considered contracting this function out?

 

Advantages of Contract Services:

  • Lower cost - employment will cost at least double what a contractor will cost.
  • Flexibility - a contract service such as ours will be able to provide you with a greater range of services, giving you the flexibility to "mix 'n match" what you need and therefore what you pay.
  • No compromise in quality - when employing there is an expecation that one person will not the best at all functions required. A contract service like ours is able to allocate the appropriate skill levels to the tasks at hand, and bring it all together as a seemless package.

What we can provide:

  • Strategic input - over 15 years experience in business management, development, accounting and auditing. We provide a valuable "outside the forest" perspective for management.
  • Forecasting and planning - as a former lecturer in business planner we are able to facilitate business planning sessions as well as prepare financial forecast and budgets that integrate with your accounting system (like Quickbooks) and business management software.
  • Financial control - weekly, monthly, quarterly financial and cash flow management. This can include, upon request, supervision of in-house resources. We will produce accurate, reliable and timeous financial reporting.

Our Credentials: 

Currently we comprise a team of three, headed up by Craig Field, a Chartered Accountant, International Associate of the American Institute of CPA's, Series 65, and candidate Chartered Financial Analyst. Click here for more about us.

We work with Quickbooks and Telar Accounting, our in-house "cloud" accounting and business management software. Our IT expertise is relatively good, so we feel confident that we can work with other software providers as well. We like to have remote access (with the appropriate level of security) so that we can provide service even if we are not on-site.

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