CFO and Controller Services
Some examples of the CFO leadership we will provide includes:
- An advisor who is an available sounding board to assist ownership and management with tough decisions.
- Provide financial strategies to increase profits and build net worth.
- Installing new business processes and measurements.
- Provide clarity and understanding of the financial performance to company leadership.
- Add leadership when considering potential expansion or acquisition.
- Lead in obtaining financing or raising capital.
Your CFO service plan will be designed specifically for your business needs. The following services are examples of what your plan may include:
- Monthly, quarterly, and annual financial statement preparation (income statements, balance sheets, cash flow statements, budget vs actual reports).
- Cash flow management.
- 12 month budgeting and forecasting.
- Tax planning.
- GAAP compliance (accrual accounting and revenue recognition)
- Ongoing management and training of accounting and finance teams.
- Software selection and implementation.
- Accounting for fixed assets, depreciation, and amortization.
- In person meetings with ownership, management, board of directors, CPA, legal counsel.
- Review company policies and procedures.
- Audit preparation and support.
Benefits of CFO Advisory Services:
- Fewer distractions and increased efficiency and profits
- Strategic guidance
- Increases scalability
- Reduced risk of fraud
- Significant savings compared to hiring a full-time CFO or Controller