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

Expert Guidance