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Trumbull, CT · Monday to Friday, 9am to 5pm
CFO and Advisory

Small Business CFO Services in Trumbull, CT

The financial conversation most owners only have with themselves, at midnight, with no numbers in front of them.

  • Trumbull, CT
  • Monday to Friday, 9am to 5pm
  • Books, payroll and tax under one roof
  • Secure client portal

What we do

There is a gap between a bookkeeper, who tells you what happened, and a full-time finance director, who most small businesses cannot justify. That gap is where the decisions live. Can I afford this hire. Is this contract actually profitable. What happens to cash if the big client pays late again.

We work with owners on those questions using their own numbers. Cash flow forecasting so you can see what is coming. Budgeting you can actually follow. A straight read on whether the business earns what you think it earns.

This is advisory work, not a promise about outcomes. What it changes is that you are deciding with the numbers in front of you.

What cfo and advisory includes

The full scope, in plain terms. Ask about any one of these on its own or all of them together.

Small business CFO services

Ongoing financial oversight at a level that fits a business too small to employ a finance director.

Cash flow forecasting

A forward view of cash, so a slow month is something you saw coming.

Budgeting and forecasting

A budget built around how your business really operates, and a forecast you can test decisions against.

Business advisory

The financial side of a real decision: a hire, a location, a piece of equipment, a change in pricing.

Business operations advisory

Where the numbers point at something operational, we say so.

How it works

It starts with getting the numbers trustworthy, because advice built on unreliable books is guesswork with better formatting. Often that means the bookkeeping comes first.

Once the numbers are solid, we work to a regular rhythm: a look at what actually happened, a forward view of cash, and a conversation about the decisions in front of you. You get a straight answer, including when the straight answer is that the business cannot afford the thing you were hoping it could.

Who CFO services is for

  • Owners at the point where instinct alone has stopped being enough
  • Businesses planning a hire, a move or a significant purchase
  • Owners who cannot tell which parts of the business actually make money
  • Companies preparing to approach a lender

CFO and Advisory in Trumbull and across the Greater Bridgeport area

Our office is at 77 Canoe Brook Rd, Trumbull, CT 06611, in Trumbull, Connecticut. Trumbull and the six towns bordering it make up the Greater Bridgeport Planning Region, which is the geography Connecticut now reports regional business data against, and it is the area we know best. Because documents move through a secure client portal, we also work with owners well outside it.

Tell us where you operate and we will make sure CFO services is handled correctly for your situation. See all our service areas.

Who provides outsourced CFO services for small businesses in Connecticut?

Total BizSolutions LLC in Trumbull, Connecticut provides small business CFO and advisory services, including cash flow forecasting, budgeting and forecasting, and business and operations advisory. The work suits businesses too small to employ a full-time finance director, where the decisions still carry real consequences. The firm also handles the bookkeeping, payroll and tax work the advice reads from. Call (267) 710-6742, Monday to Friday, 9am to 5pm.

CFO and Advisory FAQs

How is this different from bookkeeping?

Bookkeeping records what happened. This is about what to do next. The two are related, because advice is only as good as the records underneath it.

Am I big enough for this?

This suits businesses too small for a full-time finance director, where a wrong call on a hire or a purchase genuinely hurts.

Do I have to use you for bookkeeping too?

Not necessarily. The numbers do have to be reliable. If they are not, fixing that comes first, and we will tell you before building anything on top of it.

Ready to hand off CFO services?

Tell us where things stand and we will show you what taking it off your plate involves. You run your business. We will handle the rest.

You run your business. We will handle the rest.

Bookkeeping, QuickBooks, payroll, tax and IRS help for small businesses in Trumbull, across the Greater Bridgeport area, and anywhere else through a secure client portal.

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