CFOServices

You have a small but formidable team of people who depend on your daily leadership. As a decider in charge, you need resources and information to help you make the best decisions for your business.

We can bring high-value CFO services, reliability, and scalability without business interruption. We are flexible, easily reachable, and fairly priced.

Let us step in and bring clarity to your business, simplicity to your finances, and an extra layer of protection for your assets (along with an added peace of mind). We will work with your existing systems, or work you into ours to hit the ground running without delay.

Business Advisory

Fractional CFO
  • Advising on incorporation and entity type decisions
  • Deal Negotiation Support
  • Contract Review and Analysis
  • Business Relationships Facilitation
  • Business Opportunity Analysis and Evaluation
  • Preparation, implementation and monitoring of operational budgets
  • Process documentation and improvement
  • QuickBooks® and other financial software support
  • System selection and implementation
  • *in coordination with Legal Council and/or your Tax and IT Professionals

Financial Oversight

General Accounting
  • Strategic financial planning and support
  • Financial Forecasting and Planning
  • Design and implementation of effective budget and forecast models
  • Development and evaluation of KPI’s
  • Financial Reporting and Analytics
  • Oversight over cash management
  • Accounts Receivable, Payable, Bank Account Reconciliation
  • Payroll processing
  • Financial record keeping
  • Branding and merchandising internal revenue audits
  • Review of general ledger transactions and adjustments
  • Evaluation and analysis of revenue and expenses
  • Liaison with financial institutions
  • Oversight over financial statements preparation
  • Training and support for internal accounting functions
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Risk

Insurance Management
  • Analysis of your insurance needs
  • Existing insurance coverages assessment
  • Coverage Procurement and Risk facilitation
  • General Liability
  • Professional / Errors and Omissions
  • Workman's Comp
  • Auto
  • International
  • Specialty Insurance (ie event cancellation, etc)
  • Employee Benefits Analysis, implementation & support
  • Medical (Group Plans, HRA, HSA, FSA)
  • 401(k) plans
  • Other Fringe Benefits (PTO, Commuter, etc)
  • * in coordination with HR & Insurance professionals