How We Can Help

Our Fractional CFO services will offer you assistance with financing strategies, risk management and profitability analysis.


  • 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


  • Identify gaps in coverage
  • Help procure P&C and/or Health coverage
  • Design internal cost sharing plan


  • 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


  • Understand capital needs
  • Source/Negotiate Debt
  • Create bank reporting including covenant analysis
  • Analyze credit card payment processing


  • 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


  • Identify technologies to improve data flow/analysis within the organization


  • 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


  • Analyze Marketing spend
  • Develop KPIs to measure ROI
  • Understand profitable customer traits and segment


  • 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

Expert Guidance