Chief Financial Officer As-A-Service

Whether you're looking for assistance with bookkeeping or developing

a financial strategy to help drive business profitability, The Koziol Group has

the experience and resources to help your business achieve its financial goals.

Get the value of having a full-time CFO at only a fraction

of the cost and without the burden of added benefits

such as medical, taxes and/or retirement benefits.


  • Bank reconciliations
  • Credit card reconciliations
  • Payroll and payroll tax preparation
  • Sales tax review and preparation
  • Business tax review and preparation
  • Personal tax review and preparation
  • Financial Statement clean-up
  • General Ledger maintenance
  • Review sales and marketing plans
  • Human Resource compliance
  • Health insurance coverage review
  • Financing options
  • Executive management meetings
  • Provide professional leadership
  • Access to professional referrals

3 Levels of Service Plans Available

Focused on Small Business Success

  • Level 1 PLUS
  • Cash flow analysis and management
  • Financial forecasting
  • Budget preparation
  • Assets and Liabilities management
  • Receivables and payables management
  • Federal tax compliance
  • State and local tax (SALT) compliance

We understand the challenges that small businesses face when determining when to hire a CFO. 

With our unique CFO-As-A-Service, we can provide guidance on budgeting, account analysis,

cash flow management, tax planning and long-term strategy for profitable growth - allowing you

to focus on the critical, revenue-generating tasks that you need to further grow your business.

Ready to take your business to the next level?



  • Levels 1 and 2 PLUS
  • IRS and state liaison
  • Internal Controls maintenance
  • Enhanced banking relationships
  • Depreciation schedules
  • Amortization schedules
  • Review business insurance plans