A part-time CFO or Controller typically works anywhere from one day per month to 1-2 days per week as part of your management team. Technology keeps us accessible on days we are off-site so important issues can get addressed quickly. We can commit to long term involvement and have has numerous engagements lasting several years so continuity is ensured. We also work on a project basis for interim needs.
Although our services vary depending on the specific needs of our clients, they typically fall under one of four categories. Click on any of the links on the left for more information.
We are experienced in implementing and converting accounting systems. In addition to being a Certified QuickBooks Professional Advisor, we have experience with software packages including Sage 50 Cloud, Microsoft Dynamics GP, Microsoft Navision, NetSuite, Sage PFW, Sage Intaact, Juris and ProVantage. Other expertise includes:
- Evaluation and design of internal controls
- Advanced Excel spreadsheet development
Business plan preparation We develop and maintain both short-term and long-term budgets, business plans. and projections. We project profitability, cash needs, and help obtain needed funding.
- Growth strategies
- Market analysis
- Budget and forecast preparation
- Venture capital and private equity financing
- Debt financing
This service is targeted toward the specific needs of the company we are working with
- Business plan implementation
- Operational reviews and assessments
- Financing alternatives
We work closely with management and related parties to rapidly assess the existing situation, identify problems, and implement solutions.
- Cash flow analysis
- Credit restructuring
- Vendor negotiations
- Cost reduction
Are You Ready For A Free Consultation?
If you think your business might benefit from a part-time CFO, please contact us today for a free initial consultation.