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SERVICES

Our dedicated experts have walked a mile in your shoes, bringing perspective and efficient solutions to your company's unique needs. 

past view

P&L, Cash Flows, Revenue & Cost Analysis, Variance Analysis

What occurred, how often, how many, complexities?

current view

Profitability, customer/product data, sales effectiveness, working capital analysis, KPI's

Where is the issue, why did it happen, actions needed?

forward looking

Cash forecasting, predictive modeling, scenario-based planning

What happens next, what if trend continues, risks & opportunities?

Familiar Startup Themes

 

  • I wear too many hats.

  • It's difficult to manage all my tasks.

  • Just not enough hours in the day.

  • Forced to make critical decisions without enough information.

  • Lack of accurate & timely information.

  • Employee salaries are higher than mine.

  • I worry about not having enough cash.

  • Business impacts my personal life.

  • I need more resources to grow.

 

Sound familiar?  You are not alone.

Whenever you are spending time on other things, you are not growing your business. See how we can help.
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Get a Free consultation today.
Let us help Transform your Business
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- Get positioned for Access to Capital
- Your Business at a Glance - The CFO Dashboard
- Increase Profitability & Decrease Costs
- Position for Growth & Scaling
- Save valuable Time, Effort, and Resources
- Access to Affordable & Experienced CFO's

"Imagine the impact on your business when you have the ability to do more." 

 

Part time CFO

Core Services

CFO's On-demand

Our part-time and interim CFO's are flexible experts.  We've been in your shoes and know exactly where to save you precious time, effort, and capital.

Back Office Finance

Have a need for accounting, systems, and HR & Benefits? Our US based Transaction Center is a Cloud based hub that is integrated and our hourly rates make it extremely affordable.

What exactly does a CFO do?

The CFO is a trusted business partner and advisor.  Here are some typical deliverables:

 

  • Funding Readiness

  • Cash flow management

  • Reporting & Business Drivers

  • Stock Comp Management

  • HR & Benefits Oversight

  • Risk Management, Insurance

  • Contract negotiation

  • IPO Prep / Financial Discipline

Integrated Systems

All transactions are linked, saving time & effort.  Pay invoices, access in real time.

Dedicated Experts

A dedicated expert is provided for Accounting, and a separate expert for HR & Benefits.

Dashboard

The CFO Dashboard

Fully Customizable - Your Business "At a Glance"

Your Executive Online Dashboard

"Analytics increase visibility, insight, and control over Financial performance."

- Measure & Monitor Business Performance

- Understand Root Causes

- Anticipate & Shape Business Outcomes

- Accurate, timely, trusted information

- More Informed Decision Making 

- Drill-down Capability, Export Data & Reports 

- Big Data: Use with any systems, data, or metrics

How a CFO Transforms your Business

 

  • Managing Cash Flows - forecasting & modeling, cash runway analysis

  • Access to Capital - banking relationships: venture debt, line of credit

  • Fundraising - business plans, financial modeling, pitch decks, investor introductions 

  • Reporting Analysis - create dashboards, critical metrics & big data, board presentations

  • Business Strategy - scaling for growth, planning & competitor analysis

  • Project Profitability & Pricing - understanding breakeven points, ensure profitability

  • Insurance & Risk Management - optimal balance of protection and risk

  • Stock Compensation - best practices, managing cap tables, valuations

  • Control & Governance - fraud prevention, eliminate waste & redundancies

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