(704) 860-1175




Confirm accuracy of financial records and reports, create customized KPIs (key performance indicators) and benchmarks, manage A/R and A/P.


Increase owner comprehension of the reports, manage banking, tax official and tax preparer relationships and negotiations, optimize insurance premiums and coverage.

Budgeting/Cash Flow:

Evaluate areas for growth and opportunities for savings, create/manage budgets, cash flow projections and variances, establish and maintain strategic plan objectives.

Procedures Optimization:

Enhance policies and procedures, optimize operations and efficiencies and reduce redundancy, monitor internal controls.

Contact Aldrich CFO Services: (704) 860-1175 or Robert@AldrichCFOServices.com

NCBIA David J. Batten Award Recipient