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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. 

“Success is not final failure is not fatal. It is the courage to continue that counts.”

 –Winston Churchill

“Far and away the best prize that life offers is the chance to work hard at work worth doing.”

 –Theodore Roosevelt

“Even if you’re on the right track, you’ll get run over if you just sit there.”

 –Will Rogers