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
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.
Get a Free consultation today.
Let us help Transform your Business
- 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."
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:
Cash flow management
Reporting & Business Drivers
Stock Comp Management
HR & Benefits Oversight
Risk Management, Insurance
IPO Prep / Financial Discipline
All transactions are linked, saving time & effort. Pay invoices, access in real time.
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
P&L, Cash Flows, Revenue & Cost Analysis, Variance Analysis
What occurred, how often, how many, complexities?
Profitability, customer/product data, sales effectiveness, working capital analysis, KPI's
Where is the issue, why did it happen, actions needed?
Cash forecasting, predictive modeling, scenario-based planning
What happens next, what if trend continues, risks & opportunities?
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
Recent Client "Transformative Wins"
Fundraising of $16M for single client - in the news
Software security client files for IPO - in the news
R&D Tax credit - awareness of new 2016 legislation saved client $200K
Venture Debt - $3m raise for client
Line of credit - $100K+ for multiple clients
Work Opportunity Tax Credit - $9,500 savings for 3 employees