We provide outsourced CFO and Controllership services. These services are provided as a “fractional” resource to your team, enabling you to have access to a key financial skillset and resource that is an everyday part of your business on a cost-effective basis. We offer fixed-fee blocks of time for ongoing outsourced CFO services and project work.

In our everyday work, we provide financial leadership to the organization. This works includes but is not limited to the following areas of expertise:

Financial Management

  • Provide perspective, direction, and financial management
  • Provide timely, accurate, useful financial information to support decision making
  • Provide financial and operational leadership through organizational change
  • Succession planning support

Cash and Credit Management (Learn more)

  • Provide cash management and planning
  • Provide dashboarding and forecasting to enable management to see future cash flow
  • Work with lenders and other partners to obtain additional financing, refinancing and/or restructuring of existing financing arrangements and prepare lender packages
  • Manage credit arrangements and investor relationships
  • Manage and lead through work out situations with lenders and/or financial partners

Forecasting, Reporting, and Analysis (Learn more)

  • Prepare and deliver financial reports, analysis and supporting information to owners and management at least monthly and provide the financial read of the information
  • Provide forecasting and modeling to present the financial impact of decisions and “what if” scenarios and/or to define financing needs
  • Implement dashboards to measure performance
  • Implement job cost reporting and project management
  • Provide business valuation support
  • Provide acquisition and divestiture analysis

Financial Systems, Processes, and Practices (Learn more)

  • Enhance the use of financial and operational systems to obtain needed information for more effective management
  • Improve and streamline business practices and processes to increase efficiency
  • Provide project management role for software implementations
  • Automate financial information, such as work in progress schedules
  • Assess skillset of existing staff and advise where improvement is needed
  • Design and implement incentive programs to drive productivity

Custom Dashboards (Learn more)

Today’s business owners need to see deep into their organizations, and fast. Dashboards should tell the story of your business and make sense to your audience. Whatever metrics you as a business owner talk about all the time, that’s what needs to be in the dashboard.