Lewis & Associates Tax Planning, Inc.

(630) 845-9664
Hours of Operation
Monday - Friday:
9:00 a.m. - 5:30 p.m.

CFO Services


Chief Financial Officer Services in St. Charles, IL

If your successful business is experiencing growing pains, you may need the assistance of a business professional to help you navigate a course of action. What are some typical signs of growing pains?

  • Insufficient inventory to meet demands
  • Lack of direction and planning to foster growth
  • Not enough time to manage supply and demand issues
  • Constantly putting out fires
  • Unfamiliarity with new financial situations


Companies that don’t manage growth often experience decline before reaching maturity. At LATP, we have the resources to help you. We are not a staffing solutions firm. We have in-house resources of former CFOs that can help you. 

CFO Services Include:

  • Budgeting and forecasting.
  • Cash flow management and projections.
  • Management of your finance infrastructure (accounting, treasury, finance, tax)
  • Financial, business, and strategic planning and implementation.
  • Hands-on guidance during transitions (e.g., medical leave, IPO, business integration, or leadership succession)