CFO Services
We provide CFO services to private equity-backed companies and founder-owned businesses that need additional capabilities to scale and reach their full potential.
- Provide strategic and financial guidance
- Oversee the compilation of financial information into financial statements and ensure timely financial reporting
- Report financial results to members of management
- Oversee the formulation of the annual budget and prepare budget-to-actual analyses
- Integrate financial function into the operations of the business to aid in data-driven decision-making
- Oversee finance and accounting staff
Fractional CFO
Historical Accounting Clean-Up
- Clean-up historical accounting records
- Organize and streamline the Chart of Accounts
- Uplift accounting records from a cash basis to accrual basis of accounting
- Ensure key business processes are accounted for properly
- Prepare and compile accurate financial statements providing business owners with more reliable financial information leading to better insights
- Provide finance and accounting services on an interim basis
- Serve in roles such as CFO, VP of Finance, Accounting Manager, Controller, and FP&A Manager
- Bridge the gap until a full-time hire is found
- Ensure tasks are completed and business operations are not interrupted
- Provide short-term support for projects that require additional capacity such as systems integrations, financial reporting requirements, or audits
Interim staffing
transitions & INTEGRATIONS
- Develop and execute a plan to achieve a smooth transition post-acquisition and maintain business continuity
- Opening Balance Sheet (OBS) entries and Net Working Capital calculation
- Improve and document formal accounting policies and procedures, such as accruals, inventory, and revenue recognition
- Integrate accounting software and systems post-acquisition including general ledger, payroll, invoicing, and billing systems
- Evaluate short-term and long-term staffing requirements and supplement the required needs on an interim basis
- Perform reconciliations of company bank and credit card accounts and other key accounts
- Categorize transactions and prepare necessary journal entries to post to the general ledger
- Manage receivables and payables
- Perform month-end close procedures to ensure a company's monthly financial statements are accurate and reliable
- Prepare monthly financial statements and perform key analyses
BOOKKEEPING
FINANCIAL PLANNING & ANALYSIS
- Develop an organized set of financials with accurate and reliable information
- Develop and implement internal processes to update financial reporting to ensure consistent and accurate reporting
- Develop and present consistent financial reporting and processes across an entire organization
- Provide periodic reporting of KPI’s
- Create reliable financial reporting packages to be presented to lenders and outside investors
- Update financial models and forecasts on a monthly basis
