Part Time CFO Services
Savvy CFO Services, LLC provides outsourced and part-time CFO services
to both small and mid-sized businesses, wealth management for the
business owners on a personal level, and tailored financial planning for
businesses and individuals located in Oahu. We work as financial
advocates for our clients.
After providing certified public
accounting for 15 years to businesses and individuals, CFO services to
businesses and financial planning to real estate investors for the last 7
years, Kalea DeYoung was surprised at the lack of financial assistance
business and individuals were able attain due to an inability to hire a
full-time CFO and/or Financial Advocate. It is Kalea's goal to provide
an as-needed service to her clients to assess their financial
opportunities, wealth growth goals and planning for the future, not just
reporting on historical data.
Kalea's work helps her clients to manage their entire wealth portfolio,
identify solutions, opportunities, and problem areas to proactively
keep, grow and sustain a continuous wealth growth position. Business
direction, organization, entity structure, tax savings and planning,
financing, and managing your future cash position are only a few tasks
she will work with you on.
We structure work in a way for Kalea and
her clients to assess the financial information in a timely but
effective manner to limit too much information overload and decrease the
likelihood of possibly missing potential problems, solutions, and
opportunities. Our planning is either fee-based or charged at an hourly
rate and estimated hours. Each client will determine which billing
system works best for them. All fees will be approved prior to work so
there are no surprises. Just clear and understandable answers,
assessment, guidance to your tailored financial needs at a reasonable
price.
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To schedule an appointment or find out more about the services we offer, please call (808)497-5019 or send us an email.
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