How We Can Help
Our Fractional CFO services will offer you assistance with financing strategies, risk management and profitability analysis.
Accounting
- Ensure Financials Statements are correct
- Design Financial Reports to support the strategy of the company
- Review financials with Management
- Analyze Month End processes for accuracy and efficiency
- Coach/Mentor existing accounting team
Insurance
- Identify gaps in coverage
- Help procure P&C and/or Health coverage
- Design internal cost sharing plan
Operations
- Develop KPIs that align operations with company strategy
- Analyze processes for more efficient productivity
- Design data collection process to feed into management reporting
- Create reports to enable operations managers to achieve company goals
Banking
- Understand capital needs
- Source/Negotiate Debt
- Create bank reporting including covenant analysis
- Analyze credit card payment processing
Legal
- Contract Review
- Understand/Develop “Deal Points” before engaging legal team
- Identify potential risks to be discussed with management and legal team
Financial Analysis
- Profit Margin Analysis
- Forward looking Budgeting/Planning to increase the probability of success of new initiatives
- Develop What If scenarios
- Understand Balance Sheet needs to optimize Working Capital
- Identify trends/opportunities
Human Resources
- Understand HR impact of forward-looking strategies
- Participate in recruiting Accounting/Finance related positions
- Discuss initiatives to reduce employee turnover
- Assist in designing compensation plans
IT
- Identify technologies to improve data flow/analysis within the organization
Taxes
- Understand potential tax impact of future initiatives
- Budget cash flow for current tax liabilities
- Work with CPA firm for filing of returns and tax credits
Sales
- Analyze Marketing spend
- Develop KPIs to measure ROI
- Understand profitable customer traits and segment
M&A
- Advise in both sell side and buy side activity
- Part of deal team in negotiations
- Compare/contract multiple offers
- Due Diligence/Data Room support
- Ensure a smooth post deal transition