CFO Financial
Build financial cornerstones that succeed.

Interim CFO
Useful when a small business cannot afford a full-time CFO or if a CFO leaves and you need to fill a gap short-term. Many of our clients use this strategy on a long-term basis by having a team member engaged a few days per week or month.

Project CFO
Useful when you have a specific project to implement, such as software or the sale of your business.

Full-Time CFO
Useful when you need a team member full-time due to company growth or to fill an absence. We can do this either as an outsourced role or as a W-2 employee.
What WE can help you with
- Budgeting/Forecasting
- Cash Flow Modeling and Forecasting
- Business Plan Development
- Succession Planning
- Exit Strategy Planning/Sale of Business
- Bank and Alternative Financing
- Internal Controls
- Cost Accounting
- Financial reporting
- Risk Management
- Change Management
- Contract Negotiation
- M & A Due Diligence/Acquisition/Post-Acquisition
- Turn-Around Management
- Establish/Monitor Key Performance Indicators
- Operational and Profitability Analysis
- Cost Reduction Initiatives
- Financial Reporting and Analysis
- Department Restructuring
- Implementation of Software
- Incentive Compensation Plans
WhEn do you need a CFO?
- A small business cannot afford a full-time CFO or if a CFO leaves and you need to fill a gap short-term.
- You have a specific project to implement, such as software or the sale of your business.
- You need a team member full-time due to company growth or to fill an absence.