CFO/Financial Planning Services

Don't need a full-time resource or does your business need to fill the gap while in transition? With our outsourced CFO Financial Services, you get the help your business needs, when you need it. A few of the things our CFO Services offer:

Strategy and Planning
-Development of strategy and tactics.
-Forecasting and budgeting.
-Succession planning – M&A, Transition services.

Profitability
-Gross profit analysis/improvement.
-Segment reporting, costing, 80/20 analysis.
-Cost structure improvement.

Systems and Processes
-Accounting and operating process improvement.
-Software evaluation and implementation.
-Aligning goals to people to process.

Financial Management
-Accurate, timely financial statements. Proper accounting processes.
-Operational reporting. Development of metrics and dashboards.
-Cash flow improvement. Financing. Working capital management.

Interim and Transition Services
-Interim staffing for transitions, leaves and terminations.
-Candidate search assistance and on-boarding.
-Staff mentoring and professional development.