Delivering CFO consulting services to businesses on an outsourced basis

Types of CFO Consulting Services

Accounting & Financial Reporting

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1. Dashboard & KPI's, financial statements and chart of accounts design and implementation
2. Board, investor and bank reporting
3. Manufacturing cost accounting systems
4. Catch up & clean up
5. Audit, review & compilation support
6. Tax and statutory filings support
7. Staffing plans & assistance
8. Business processes & internal controls

Planning & Analysis

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1. Cash flow projections

2. Strategic planning

3. Budgets

4. Forecasts

5. Three-five year pro forma financial projections

6. Capital requirements & returns analysis

7.  Breakeven analysis

8. Product, pricing, cost & margin analysis

Debt & Equity Financing

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1. Management operational reviews
2. Actuals vs budgets vs forecast comparisons
3. Variance analysis
4. Breakeven analysis
5. Pricing analysis
6. Industry comps

Operational Support

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1. Management operational reviews
2. Actuals vs budgets vs forecast comparisons
3. Variance analysis
4. Breakeven analysis
5. Pricing analysis
6. Industry comps

Management

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1. Board & Advisory Board services
2. Strategy & C-suite advisory services
3. Supervisory & mentoring

ERP Systems

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1. System evaluation & selection
2. Project leadership services   - Implementations  - Conversions

Business Transition Planning & Support

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1. Transition plans
2. Sell-side transactions
3. Buy-side transactions
Mergers
4. Ownership transfers
5. Due diligence support
6. Post transaction business integration

Have questions or does your company need any of the above?

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