Corviniti/Local Services/Fractional CFO in Nassau County

Local Services / New York / Nassau County

Fractional CFO in Nassau County

Forecasting, cash-flow control, pricing, and fundraising support from a CPA, part-time, without a full-time CFO's cost.

Or email info@corviniti.com

Ro Sokhi, CPA, founder of Corviniti, on fractional cfo for Nassau County small businesses
Ro Sokhi Founder and CEO, Corviniti
In the press
Overview

Senior finance leadership without a full-time hire

Nassau County Office

Corviniti Accounting

100 Duffy Ave Ste 510
Hicksville, NY 11801

In Hicksville, serving Nassau County and the western half of Long Island.

Hours

  • Monday to Friday8:00 am to 6:00 pm

By appointment. A CPA replies within one business day.

Key takeaways
  • What it is. A part-time senior finance leader for Nassau County companies: forecasting and cash-flow management, pricing and margin analysis, fundraising and lender relationships, and board-grade reporting, at a fraction of a full-time CFO's cost.
  • Who it is for. Nassau County companies too large for books alone but not ready for a six-figure CFO hire: growing businesses, ones raising capital, or ones facing a decision where the finance answer is not obvious.
  • Bookkeeper, controller, CFO. A bookkeeper records the past and a controller closes it. A CFO uses it to decide the future: what to price, what to fund, when to hire, and how to finance growth.

Corviniti provides bookkeeping, accounting, and tax services to small businesses across Nassau County, from Mineola and Garden City to Hempstead, Great Neck, Hicksville, and Long Beach. Nassau anchors the western half of Long Island's economy, and it files under New York rules with the downstate MCTMT that upstate businesses avoid.

A fractional CFO works with your business part-time on the strategic questions a bookkeeper or controller does not own: where cash will be in ninety days, whether the pricing covers cost, and how to fund the next stage. For a Nassau County company, that includes knowing the Long Island capital landscape, from the banks and the SBA to the county IDAs and the research economy around Stony Brook.

Corviniti keeps books, plans tax, and files returns for Nassau County businesses under one roof, led by a CPA with Big Four experience. The full Long Island tax detail behind this service is on our Long Island fractional CFO page; what it means for Nassau County is below.

Cash flow

The 13-week cash flow, explained

The model that shows a shortfall weeks before it arrives: receipts timed to when customers pay, disbursements, and ending cash by week.

The anatomy of a 13-week cash flow model: beginning cash, receipts timed to actual payment, disbursements, and ending cash per week, with a shortfall flagged while there is still time to act.
Anatomy of a 13-week cash flow model. Illustrative figures.
Financing

The Long Island capital map

Where a Long Island company actually raises money, and what each source expects: banks and the SBA, the county IDAs and state programs, and the research ecosystem.

The Long Island capital map: bank and SBA lending with a branch office in Hauppauge, state and county programs through Empire State Development and the Nassau and Suffolk IDAs, and the research and innovation ecosystem around Stony Brook.
The Long Island capital landscape. Illustrative and not exhaustive.

This is for you if

  • You are raising money or applying for a loan and need a model that holds up.
  • You are growing but cannot see where cash will be in ninety days.
  • You suspect some of your products, jobs, or customers lose money and cannot prove which.
  • You have a board or investor and need reporting they trust, on time.

What you get

  • A forecast and a cash plan A rolling forecast and a thirteen-week cash-flow model that shows shortfalls before they arrive.
  • Pricing and unit economics True cost and margin by product, job, or customer, and the pricing decisions that follow.
  • Fundraising and lender support The model, materials, and map of Long Island capital, from banks and the SBA to the county IDAs.
  • Board-grade reporting The monthly or quarterly package your board, investors, and lenders read and trust.
How We Help

What you get

A CPA-led engagement for Nassau County businesses, priced flat, with the Long Island tax detail handled.

A forecast and a cash planA rolling forecast and a thirteen-week cash-flow model that shows shortfalls before they arrive.
Pricing and unit economicsTrue cost and margin by product, job, or customer, and the pricing decisions that follow.
Fundraising and lender supportThe model, materials, and map of Long Island capital, from banks and the SBA to the county IDAs.
Board-grade reportingThe monthly or quarterly package your board, investors, and lenders read and trust.

When companies bring us in

  • You are raising money or applying for a loan and need a model that holds up.
  • You are growing but cannot see where cash will be in ninety days.
  • You suspect some of your products, jobs, or customers lose money and cannot prove which.
  • You have a board or investor and need reporting they trust, on time.
The Detail

The gaps, and how we close each one

Service 01

The businesses Nassau County depends on

The books and tax work should fit the local economy. Here is what Nassau County's looks like and why it shapes the work.

How we handle it

Nassau County's small-business base leads with healthcare, anchored by Northwell Health, the state's largest private employer, headquartered in New Hyde Park. Around it sit dense professional and financial services in Mineola and Garden City, retail and hospitality, the construction and real estate trades that come with some of the country's highest home values, and an aerospace and defense engineering legacy in Bethpage, where Grumman built the lunar module and Northrop Grumman still operates. Education is a real employer too, with Hofstra in Hempstead and Adelphi in Garden City. Many of these are professional practices, trades, and partnerships whose books have to carry job-level or practice-level detail and the MCTMT that Long Island employers owe. We keep them in that shape.

Service 02

Forecasting and cash-flow management

Profit on paper and cash in the bank are not the same thing, and the gap is where growing Nassau County businesses get caught: a strong quarter that still cannot make payroll.

How we handle it

We build a rolling forecast tied to your drivers and a thirteen-week cash-flow model that shows where the bank balance is heading before it gets there, which matters for the region's seasonal businesses especially. When a decision affects cash, a hire, a big order, an equipment purchase, we show its effect on the runway before you commit.

Raising capital or watching cash tighten? Get a CPA-built model and cash plan before the next decision.

Talk to an Expert
Service 03

Fundraising and the Long Island capital map

Raising money on the wrong terms, or with a model that does not hold up, is expensive for years. Long Island has real capital sources, and each expects the numbers a particular way.

How we handle it

We build the model and materials and know the map: bank and SBA lending with a Long Island branch office in Hauppauge, economic-development financing through Empire State Development and the Nassau and Suffolk IDAs, and the research and equity ecosystem around Stony Brook and Accelerate Long Island. We prepare what each expects and sit in the conversations.

Service 04

Nassau County and New York resources for owners

The registrations and filings Nassau County owners ask about most are spread across state and county offices, each with its own rules.

How we handle it

The offices a Nassau owner actually uses: the Nassau County Clerk's Division of Business Names at 240 Old Country Road in Mineola for assumed-name (DBA) certificates for sole proprietors and partnerships; the New York State Department of Taxation and Finance for sales tax registration, returns, and the MCTMT; the Nassau County Industrial Development Agency for incentives on facility and equipment projects; the Empire State Development Long Island Regional Office; and the Long Island Association, the region's largest business organization. If a registration or filing is blocking you, ask us; it is usually a quick answer.

FAQ

Frequently asked questions

Do you work with contractors and the trades?

Yes, in the CFO role. The numbers that run a contractor are backlog, gross margin per job, work in progress and over or under billings, and cash timing against progress payments and retainage. We build the job-level margin view and the cash forecast so you bid and staff off real numbers.

Do you work with medical and dental practices?

Yes, in the CFO role. The drivers are production per provider, the net collection rate against billed production, payer mix, and the economics of adding an operatory, a chair, or an associate. We model the expansion and the financing behind it.

Do you work with restaurants and cafes?

Yes, in the CFO role. Prime cost, food plus labor as a share of sales, is the number that decides a restaurant; we track it by location and period, model a new location or a menu change, and build the cash forecast around the slow season.

Do you work with e-commerce and retail businesses?

Yes, in the CFO role. The drivers are contribution margin after fees and shipping, customer acquisition cost against lifetime value, and inventory turns and the cash tied up in stock. We build the model that shows which channels and products actually fund the business.

Do you work with law firms and professional services?

Yes, in the CFO role. The drivers are realization and utilization, revenue per timekeeper, work in progress and collection speed, and the partner compensation math. We build the reporting a partner group depends on and the model behind a lateral hire or a new office.

Do you work with real estate investors and operators?

Yes, in the CFO role. The numbers are net operating income and cap rate per property, debt service coverage, and the cash and returns on an acquisition or a refinance. We build the model behind the deal and the reporting your lender and investors expect.

Do you work with businesses across all of Nassau County?

Yes, from Mineola and Garden City to Hempstead, Great Neck, Hicksville, and Long Beach. The work is done remotely on QuickBooks Online or Xero, so where in Nassau you sit does not change the service. What matters is that your books reflect the 8.625 percent Nassau sales tax and the MCTMT that Long Island employers owe.

Sources & authorities

Primary sources for this page

This page summarizes New York State tax rules for general information, and is not tax advice for your situation. Rates and thresholds change; confirm the current figures with the authority before you rely on them.

Contact Us

Contact Us to Learn More

Call: (347) 472-1115
Email: info@corviniti.com

The best way to get started is to complete the form below. Tell us a bit about your business and we will advise on how best to get started.

We will get back to you within 24 hours.

Ro Sokhi, CPA
Ro Sokhi, CPA
Founder & CEO · Big Four experience · 20+ years

We will get back to you within 24 hours.