Our Fractional CFO Services
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We will help you develop and/or enhance your business plan, including long term, mid-term and short-term goals.
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We assist you in developing and/or enhancing an annual budget process along with interval forecasts that align with your strategic goals as outlined in your business plan. Furthermore, we will assist departmental stakeholders to understand and take ownership of their budget.
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We offer a review of your current finance function, identifying opportunities and risks including internal controls. We also recommend plans of action that are in line with your business goals.
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We review your current processes, see where they can be streamlined and/or automated including monthly close process, cash receipts and payments, ERP, reconciliations, and financial reporting. We also review your current cost base.
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We assist you to prepare for year-end including Review engagements and audits
Additional Services
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With over 30 years of experience in senior executive roles, including being a strategic advisor to presidents, managing directors and founders, we provide advisory and business coaching services to senior exec teams.
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We provide comprehensive training services through our affiliate including strategic planning and branding, leadership, finance, AI and much more.