Our Services

Everything you would expect from a permanent CFO and key member of your executive team, for a fraction of the cost.

As your CFO we act as the pivotal figure in overseeing the financial health and strategic direction of your company. We play a crucial role in managing your company's financial planning and analysis, ensuring that the organization maintains a robust capital structure and optimizes its financial resources. Through meticulous cash flow management, budget creation, and forecasting, we enable your business to anticipate and navigate financial challenges effectively. Additionally, we prepare and analyze your financial statements, ensuring accuracy and compliance with regulatory standards, which is vital for maintaining investor confidence and securing future funding.

Beyond the numbers, we act as a strategic business partner, collaborating closely with you and your other executive team members to drive growth and innovation. Providing critical insights and recommendations based on financial data, we help shape your company's strategic initiatives and long-term objectives. This includes identifying and evaluating potential investment opportunities, managing risk, and developing financial strategies that align your goals. As your CFO we are not just your financial steward but a strategic leader who ensures your company's financial stability and drives success in a competitive marketplace.

Offered as on-site service preferred; virtual-only or hybrid available.

We provide comprehensive financial management support tailored to meet the unique needs of your business. Offered virtually or as a limited on-site engagement, we ensure you have access to top-tier financial expertise, enhancing your company’s financial operations and strategic planning.

1. Cash Planning and Forecasting - Our team will work closely with you to develop accurate cash flow projections, helping you manage liquidity, anticipate cash needs, and make informed financial decisions.

2. Monthly Reporting Package - We provide comprehensive, accurate financial statements, key performance indicators (KPIs), and variance analysis to give you a clear picture of your business’s financial health. .

3. Finance and Accounting Team Oversight - We assess and enhance your existing processes, implement best practices, and provide guidance to improve productivity and accuracy.

4. Growth Strategy Development and Deployment Support - We provide ongoing financial insights and strategic guidance, helping you identify opportunities, mitigate risks, and achieve sustainable growth.

5. Liaison to External CPA Firms, Banks, Auditors, Owners, and Investors - We act as your liaison to external CPA firms, banks, auditors, owners, and investors, facilitating clear and effective communication.

Not ready to bring on a fractional CFO but have an idea or specific objective in mind? We also offer goal-specific, limited time engagements that are designed to provide you with the specialized support you need to tackle a wide range of business challenges. Whatever your objective, our expert team is ready to help you achieve your goals with efficiency and excellence.

• Capital Raise / Funding Arrangements Securing funding is critical for business growth and expansion. We assist with all aspects of capital raising, from preparing financial documents and business plans to identifying potential investors and negotiating terms.

• Transaction Readiness Preparing for a merger, acquisition, or sale? We ensure you are fully prepared for any deal. We conduct thorough due diligence, prepare financial statements, and identify potential risks, ensuring you present your business in the best possible light.

• Systems Migrations Transitioning to new financial or operational systems can be complex and disruptive. Our team can manage the entire migration process for you, ensuring a smooth transition with minimal downtime.

• RPA Deployment Robotic Process Automation (RPA) can transform your business processes by automating repetitive tasks, reducing errors, and freeing up your team to focus on more strategic activities. We provide end-to-end RPA deployment, from process assessment and design to implementation.

• SaaS Product Integrations Our experts ensure seamless integration, enabling your systems to work together efficiently. We handle all aspects of the integration process, from initial setup to customization and user training.

• EOS Guidance Implementing the Entrepreneurial Operating System (EOS) can help streamline your operations and drive growth. Our team provides expert guidance on EOS implementation, helping you establish clear processes, set goals, and track progress.

• Hiring Decision Support We provide comprehensive support in evaluating candidates, assessing skill sets, and determining the best fit for your organization.

• Risk Assessments Understanding and identifying potential threats to your business, from financial risks to operational vulnerabilities. We provide detailed recommendations on how to mitigate these risks, ensuring your business is well-protected and resilient.

And Many More!