How CPAs and Chief Financial Officers can work together for the benefit of the CEO, Business and Shareholders.

1. Adding Value as a
Business Advisor
How CPAs & Chief
Financial Officers can help
Increase Profits, Cash Flow
and Peace of Mind

2. www.DeWittCFO.com
Overview
 What do business owners really want?
 How are CPAs in public practice different
from Chief Financial Officers employed by
businesses?
 How can each work together to give owners
what they really want?

3. www.DeWittCFO.com
Business Owners Want …
 Happy banker, investor
support
 Lowest taxes
 NO surprises, NO
judgments
 Sounding board / advice /
ideas

4. www.DeWittCFO.com
Outside CPAs in Public Practice
 Focus is on audit, review,
compilation
 Remaining Independent for
these services
 Completing Tax & Audit Season
 Adding value after Tax & Audit
Season

5. www.DeWittCFO.com
CFO’s inside Private Businesses
 Focus on finding money –
through increasing profits,
cash flow, capital financing
 Smooth coordination of key
parts of the business
 Partnering with CEO to
carry out his/her vision for
the company

6. www.DeWittCFO.com
CPAs & CFOs work best together
 When understand each
other
 When jointly diagnose
business issues
 When bring varied
experience to bear on
finding solutions

7. www.DeWittCFO.com
Common Areas to Add Value
 Business Success &
Continuation
 Income Tax Strategies
 Assisting Children
 Diagnosing “Safety Net”
Weaknesses

8. www.DeWittCFO.com
Resources on the Web
 “Hiring a CPA – What You Should Know”
http://www.cpadirectory.com/cpadirectory/professionalresources/details.cfm?id
 “Resources – Information that Can Help
You Build a Better Company” – a collection
of articles about Chief Financial Officers and
What Concerns Them
http://www.dewittcfo.com/home/resources

9. www.DeWittCFO.com
DeWittCFO.com
Kenneth C. DeWitt, CPA
 Works solely for private
businesses
 Works jointly with the client’s
present CPA, not duplicating audit,
assurance or tax work
 See profile at
www.linkedin.com/in/kennethdewitt
 Visit website at
www.DeWittCFO.com

10. www.DeWittCFO.com
DeWittCFO.com
Kenneth C. DeWitt, CPA
 Works solely for private
businesses
 Works jointly with the client’s
present CPA, not duplicating audit,
assurance or tax work
 See profile at
www.linkedin.com/in/kennethdewitt
 Visit website at
www.DeWittCFO.com