CFO Services

Many small and mid-sized enterprises don't have the resources or need for a full time CFO who serves as the main financial advisor in strategic and business planning. Although we will generally not have the in-depth industry knowledge of a full time CFO we do offer some of the services traditionally offered by a CFO. Some of the areas we focus on include:

  • Asking questions to increase the likelihood that the important issues have been considered in selecting a strategy
  • Through interpretation of financial information identifying where the business is making money and losing money
  • Identify key financial drivers of company
  • Advising on alternative financing options, establish relationship between company and bank, budgeting and internal controls, and considering employee compensation
  • Thinking through exit strategies and acquisitions
Return to CFO and Controllership Services