WE TRANSFORM BUSINESSES!
We enable you to do what you do best. Imagine the impact on your business when you have the ability to do more!
Familiar Startup Themes
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I wear too many hats.
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It's difficult to manage all my tasks.
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Just not enough hours in the day.
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Forced to make critical decisions without enough information.
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Lack of accurate & timely information.
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Employee salaries are higher than mine.
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I worry about not having enough cash.
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Business impacts my personal life.
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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."
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:
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Funding Readiness
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Cash flow management
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Reporting & Business Drivers
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Stock Comp Management
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HR & Benefits Oversight
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Risk Management, Insurance
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Contract negotiation
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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.
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
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?
How a CFO Transforms your Business
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Managing Cash Flows - forecasting & modeling, cash runway analysis
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Access to Capital - banking relationships: venture debt, line of credit
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Fundraising - business plans, financial modeling, pitch decks, investor introductions
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Reporting Analysis - create dashboards, critical metrics & big data, board presentations
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Business Strategy - scaling for growth, planning & competitor analysis
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Project Profitability & Pricing - understanding breakeven points, ensure profitability
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Insurance & Risk Management - optimal balance of protection and risk
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Stock Compensation - best practices, managing cap tables, valuations
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Control & Governance - fraud prevention, eliminate waste & redundancies
Recent Client "Transformative Wins"
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Fundraising of $16M for single client - in the news
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Software security client files for IPO - in the news
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R&D Tax credit - awareness of new 2016 legislation saved client $200K
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Venture Debt - $3m raise for client
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Line of credit - $100K+ for multiple clients
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Work Opportunity Tax Credit - $9,500 savings for 3 employees