Fractional CFO

Are you wanting a Chief Financial Officer but not all day, every day?  

We can create the consistent benefits of a CFO at a fraction of the cost.  

We will work with you to create a custom set of duties and a monthly time budget that works for you.

Here are some of the areas we work in to help you have a better operation:

• Oversight of your financial reporting processes, working with your internal staff to make those processes more efficient and accurate.  Helping you scale for the future with the use of software and process.

• Review and offer insight regarding your day-to-day finance and operating functions including process, software used and internal controls.

• Be your eyes and ears to spot trends early, often, and work with you to make the most of all situations. 

• Assist in formulating your company’s future direction through providing input on the company’s business plan, financial and tax strategies, budgeting, and forecasting.

• Work with you to develop key operating metrics (KOMs).  Then create process to report KOMs timely and accurately.

• Work with your outside CPA regarding what they need to be more efficient in their work for you.

• Assist with acquisitions (buy or sell), due diligence and negotiations.

• Assist with debt and equity financing needs and relationships.