WHY A CFO?
Your Chief Financial Officer (CFO) should be a strategic partner, a member of your management team;
someone whose financial and general business expertise helps you grow a successful business.

WHY AN OUTSOURCE CFO?
An outsource, part-time CFO gives your company the benefits of a seasoned financial professional
without the salary and overhead costs of a full-time employee.

CORE RESPONSIBILITIES

  • Finding ways to improve financial performance: profit, cash flow, and balance sheet strength
  • Financial planning: budgets, forecasts, pro formas
  • Pricing & profitability analysis of SKUs, product lines, revenue streams, customer segments and business units
  • Education: from one-on-one to company-wide open book management
  • Integrating finance with sales, operations, and the company’s overall business strategy
  • Collaboration with the company’s employees, attorney, banker, CPA, HR service, etc.
  • Financing assistance: debt and equity
  • Buy/sell deals: giving equity to key employees, buying  a company, selling a company, divesting a division
  • Project management to help move important initiatives forward
  • Banking/treasury, accounting systems, financial controls, risk management