Centric Funding and CFO Advisory Services
Empower Your Future With Strategic Financial Leadership, Expert Business Planning and Access to Loans to Cover the Financial Gap
Businesses need bookkeepers ... and MORE!
Bookkeepers show us what happened in our business and provide the basis for government reports and taxes. However:
Who checks their work? Who segregates receipts and spending into income and expenses? Who moves "off book" items (like gasoline for a car being driven for business), into business expenses? Who allocates non-cash/check expenses, like depreciation, to your books for tax purposes. Who tells the business owner about the mall that just pulled a permit to build across the street from their business and the related DOT study to widen the road from two to six lanes?
Bookkeepers and the information they provide are absolutely necessary but don't stop there. Let us save you money and protect your future.
The first business we spoke with about hiring us, was small (revenue of only $150 thousand per year), but the owner was paying $5,000 per year in taxes. We were able to reduce their taxes more than we charged for our fee.
WHAT CAN WE DO FOR YOU?
See What Others Miss
Developments frequently identify lots that they deem as unbuildable ("cull" lots). Al, the leader of CENTRIC FUNDING & CFO ADVISORY SERVICES, had sold every house he had designed and built, but there was one "cull" lot remained available.
Al spent a week designing a three-story home that he could build on that cull lot, which he bought for a fraction of what he had paid for normal lots.
Six months in, he sold the home to a very well-known family whose only request was for a second kitchen. The home was finished six months later. It was Al's testament to predicting the future and profiting from it.
WHAT'S IN YOUR FUTURE?
Meet Your Financial Guides
Our leadership blends engineering, finance, and decades of real operating experience, so you get practical guidance, clear priorities, and a strategic partner who has built, scaled, and sold businesses before advising yours.
Future-Focused Strategy
We track permits, road projects, and market signals to map your probable future clearly.
Real-World Experience
Decades in construction and services mean advice grounded in real jobs, not theory.
Funding Aligned
Centric Funding connects strategy with capital so your growth plan is actually financeable.