Strategic CFO Services
- Executive Counseling and business strategy
- Risk Management
- Board Engagement
- Business Decision Analysis
- M&A Strategy and support
Financial Planning and Analysis Services
- Development of financial plans, metrics and key performance indicators
- Analysis comparing results to plans – and insights into variances.
- Financial analysis of potential impacts of key business decisions such as pricing changes, key partner review
- Proforma and other analysis of potential mergers and acquisitions
- Due diligence preparation and support
- Preparation of board reports, investor decks
Fractional CFO Services
- Assess, advise, and build internal accounting team
- Create and/or evolve a streamlined monthly close process and issue timely and reliable financial statements
- Controller oversight and review
Business Systems and process optimization
- Business process review and evaluation
- Create roadmap including systems strategy supporting the foundational of the business in order to support growth
- Systems requirements gathering, documentation, RFP development and vendor selection
- Systems implementation project management