NOW CFO is a name of its owner. This site is an independent comparison by Steven Palmieri (Palmieri Enterprises) and is not affiliated with, endorsed by, or sponsored by that company.

NOW CFO comparisonOne person, or a company of them.

Steven Palmieri, a Tax CFO, keeps the monthly close and the return with one person, and sets that work beside the roster a company publishes.

Compare the shapes

The close, payroll setup, and the return.

The search NOW CFO comparison, with a blinking cursor
Close, return, and decide stacking on one side

A CFO company manages the numbers. A Tax CFO owns the year.

Their services page puts the month-end close on a controller tier inside a team, and those same pages do not name preparing the return. A Tax CFO is one person who closes the month, leaves payday on the payroll company you already use, and prepares the return from those months. Their published shape is a roster of roles. This practice is one person for the close and the return. Steven Palmieri writes our side of this comparison, the close and the return.

Six things to ask any CFO company

Open a card. Each one is a question to put beside their published page, with our month written on the other side.

  1. Click to ask this ›Tap to ask this ›1Who is on the first call

    Ask whether the first call is a match.

    Their services page names Consult, then Match, then Engage. The first published step is a complimentary consultation, and the page does not print a dollar amount for it. Write down the name on that consultation, then ask if that same name is the one who will match the bank in month four.

  2. Click to ask this ›Tap to ask this ›2Who is here in month four

    Ask for the name, not the role.

    Their process pairs the company with a CFO, a controller, or a staff role. A team can meet that description with a different person later. Ask for the name that will still be on the close in month four, and write it down.

  3. Click to ask this ›Tap to ask this ›3Who reads the dashboard

    The controller block names dashboards.

    Their services page lists financial dashboards under the controller block, beside the month-end close. The list does not say who opens that screen with you. Ask for that name before you treat the login as the monthly read.

  4. Click to ask this ›Tap to ask this ›4Where the return is prepared

    Their pages do not name the return.

    The about page and the services page we read do not name preparing the tax return. On our side the return is prepared by the same person who closed the months, and April is inside that work. Ask both sides whether April is inside the same work.

  5. Click to ask this ›Tap to ask this ›5Who watches the cash

    Cashflow forecasting is on their controller list.

    Their controller block names cashflow forecasting next to the month-end close. That is a published job. Ask whether the forecast is rebuilt from the closed month, and ask how many weeks of cash it covers.

  6. Click to ask this ›Tap to ask this ›6What you take home

    Compensations modeling is on their CFO list.

    Their CFO block names a line they title compensations modeling. Our month reads owner pay from the closed months and from the return, while the year can still change. Ask both sides which page names that decision.

Click to see price ›Tap to see price ›

What their pages publish

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These fifteen lines are the only statements this page will make about that company. The link under a line is the page we opened. A price that is not on their page is not added here, and a motive is not added either.

Their about page says the company provides fractional, interim, or project-based CFO services, or a full-time placement. About page, the four ways

The same about page shows four counters. Experience 20+ yrs, Locations 20+, Clients 15K+, and Professionals 300+. About page, the counters

Their about page says the financial services are customized to each client, and that the company will never try to sell cookie-cutter solutions for an accounting project. About page, customized work

Their about page says the outsourced accounting runs from bookkeeping through CFO-level strategy. About page, bookkeeping through strategy

The footer on the pages we read says the company provides outsourced, fractional, and temporary CFO, controller, and operational accounting services. About page footer

That footer also prints Hourly Rates, No Hidden Fees, and No Long-Term Requirements, and it does not print a dollar amount. About page, hourly footer

Their services page says the company provides financial and accounting solutions ranging from the staff block to CFO-level services. Services page, the team

Their services page names three ways to engage. A fractional or interim fill-in, an as-needed project, and a full-time placement. Services page, three ways

The CFO block on that page names modeling and forecasting, a capital raise, an exit strategy, mergers and acquisitions, governance and compliance, compensations modeling, and audit preparation. Services page, the CFO block

The controller block on that page names cashflow forecasting, the month-end close, financial dashboards, budgeting, financial reporting, and accounting systems implementation. Services page, the controller block

The staff block on that page names bank reconciliation, journal entries, GL maintenance, the chart of accounts, accounts payable, accounts receivable, and inventory management. Services page, the staff block

Their services page names the process Consult, then Match, then Engage. The first step is a complimentary consultation, and the page does not print a dollar amount for it. Services page, the three steps

The about page and the services page do not name preparing the tax return. About page Services page

Their home page says they partner with every industry, and that no sector is outside their reach. Home page, the industry line

Their fractional CFO page states that most ongoing engagements run 3,000 to 10,000 dollars a month, and that the role is usually one to two days a week per client. Fractional CFO page, the published range

How an owner can use the fifteen lines

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An owner who typed a company name next to the word comparison is usually trying to see the shape before a sales call. The fifteen lines are the whole of what this page will say about that company. Every one of the fifteen points at a page on their site. If a line is no longer on that page, it should come off this one. Open their page, find the sentence, and keep only what you can still see there.

The shape on their side is a company. The about page offers fractional work, interim work, project work, or a full-time placement, and it prints counters for years, locations, clients, and professionals. The services page then splits the work into a CFO block, a controller block, and a staff block. That is a roster. It is a real way to buy help. It is not a claim about whether you should buy it.

The close is not missing from their list. The controller block names the month-end close, cashflow forecasting, dashboards, budgeting, financial reporting, and accounting systems. The staff block under it names the bank reconciliation, the journal entries, and the ledger. A reader who says they do not close the month is arguing with their own page. This comparison will not make that argument.

The return is the line their pages leave open. The about page and the services page we read do not name preparing the tax return. Compensations modeling is on the CFO block. The month-end close is on the controller block. The return is on neither. That is an observation of the list, not a guess about a preparer you already have.

Our month is the other shape. Steven Palmieri closes the month. Payday stays on the payroll company you already run, and setting that company up is part of the month. Each finished month is what the return is built from, and the fall reading happens while a choice can still change what April will say. The close and the return are the same person's work on this side of the page. A company can hold the close on a controller tier and leave the return with someone else. Both shapes can be honest. The invoice on each side is for a different kind of help.

Fees are the next split. Their about-page footer prints Hourly Rates, No Hidden Fees, and No Long-Term Requirements, and that footer does not print a dollar amount. Their fractional CFO page does print a range. It states that most ongoing engagements run 3,000 to 10,000 dollars a month, usually one to two days a week per client. That sentence is theirs, and the link sits with the other lines. This page does not add a dollar they did not print, and it does not print our own amount. Ask for the scope and the amount in the same writing. Put the close, the payroll setup, and the return on that page if those are the jobs you need.

The last split is who answers after the first call. Their process is Consult, then Match, then Engage. The match pairs the company with a role. Ask whether the person in month four is the person from month one, and ask for the name. On this side the name is Steven Palmieri. The list of covers this comparison will not sign is written once, on the disclosures page. A buyer or a lender who needs an examined cover gets that cover from a firm allowed to sign one. This comparison does not supply that cover.

You can read the whole comparison and never book a time. The button under the opening jumps to their published lines and does not ask for a name. The last link opens the site that carries our name, where this month is priced in plain words. The calendar stays in the menu for a later conversation. The opening screen has no form.

We close the month, then we read that same month against the return, and the year is still open while their roster is a list of roles.

How to read our price

One link ends the comparison. It goes to the site that carries our name, where this same month is priced in plain words. You can close the tab without leaving a name, a phone, or a note.

Read the price under our name

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