CFO Services
for Visionaries

Looking for a strategic
financial partner?

Watch our video to learn how The William Stanley CFO Group helps businesses achieve their financial goals.
As the Founder & CEO of a high-growth company, you face the critical challenge of scaling operations while maintaining efficiency and control. You’re at a pivotal stage where strategic decisions will significantly impact your future trajectory. Amidst managing teams, driving innovation, and securing new opportunities, your financial strategy often takes a back seat, leaving you vulnerable to risks and missed opportunities. That’s where we come in.

With more than twenty years of experience in the financial industry, The William Stanley CFO Group specializes in partnering with high-growth companies to provide the financial expertise and strategic tools needed for their next level of success. We translate your financial goals into clear roadmaps and scalable frameworks, enabling your organization to enhance margins, mitigate risks, and diversify offerings, ultimately improving cash flow.

Values

Ethics & Ideals

Trust

We vow to earn, and keep, your trust.

Honesty

We tell the truth, even if it's hard to hear.

Integrity

We do the right thing, regardless of who's watching.

Perseverance

We find a path forward, despite perceived obstacles.

Respect

We treat each other with respect, no matter the circumstances.

Authenticity

We value you, as you are.
Direct Tax and/or Audit Engagements
Procure Financing

Cash makes the world go 'round, but dealing with potential lenders? Not so much. Let us handle the nitty-gritty of securing your loans or lines of credit. Whether it's traditional financing, or working capital LOCs, we’ll navigate the red tape, negotiate terms, and do the legwork, ensuring you get the funding you need with minimal hassle.

(Relax, we’ve got this.)

Direct Tax and/or Audit Engagements
Direct Tax and/or Audit Engagements

Nobody likes auditing. Except for auditors. Let us take tax and audit activities off your hands. We collaborate with professional partners to ensure smooth engagements, dealing with any headaches and obstacles to drive an appropriate outcome.

(You’re welcome.)

Implement ERP

Sorting through software complexities can feel like navigating a maze. Let us handle the intricacies of ERP implementation for you. We specialize in simplifying the process, working closely with your team to seamlessly integrate new systems that propel your business forward.

(Your magic wand awaits.)

CFO Grow

We all know. The most valuable resources are the ones you cultivate in house. But, it can be difficult to grow your talented Controller or VP of Finance without collaboration from an experienced CFO. That's where we come in. Partnering, mentoring, and coaching your talented resource. Developing them into the key financial expert your organization needs.

Financial Solutions

Secure Financing: We handle the paperwork, negotiations, and red tape to secure loans or lines of credit with minimal hassle.

Tax and Audit Management: We manage tax and audit activities, collaborating with professionals to ensure smooth and favorable outcomes.

Cash Flow Optimization: Maximize your cash flow with strategic financial solutions, from contract renegotiations to cost reduction initiatives.

Learn More
Transform Numbers Into Insight With Financial Diagnostics
Strategic Planning and Growth

ERP Implementation: Let us manage the ERP implementation process, ensuring seamless integration and increased efficiency.

CFO Mentorship: Develop your in-house financial talent through our expert CFO mentorship program.

Strategic Financial Planning: Go beyond budgeting with intelligent financial planning and continuous performance tracking for informed decision-making.

M&A Strategy: Expert guidance through acquisitions or divestitures, from strategy development to integration planning.

Vision & Strategic Planning: Create a solid strategic business plan based on your mission, vision, and values for sustainable growth.

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Just having a budget is not enough - your business needs a practice of intelligent financials. How? Let’s develop budgets based on metric modeling and continuous performance tracking so you can make informed decisions about your financial and operational management.
Performance and Crisis Management

Financial Diagnostics: Comprehensive financial analysis to turn numbers into actionable insights, identifying opportunities for expense mitigation and margin optimization.

Turnaround & Crisis Management: Overcome financial challenges with turnaround strategies including product line diversification and debt restructuring.

Stakeholder Engagement: Translate financial performance into strategic insights to effectively manage expectations of your board, investors, and stakeholders.

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Optimize Your Cash Position

We specialize in optimizing your company's cash flow with a comprehensive suite of financial strategies. From meticulous conversion cycle optimization and expert contract renegotiations to strategic debt management and targeted cost reduction initiatives, we create efficiencies accelerating cash flow through your operations and enhancing profitability, ensuring funds are readily available when needed.

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Transform Numbers Into Insight With Financial Diagnostics
Transform Numbers Into Insight With Financial Diagnostics

We’ll perform a thorough analysis of what’s going on with your business financially to identify key opportunities for expense mitigation and margin optimization, making sure you’re set up for success. Leveraging industry-specific knowledge and KPIs, we’ll partner with you to create a cohesive strategy for positioning your business as a leader in the marketplace.

Learn More
Just having a budget is not enough - your business needs a practice of intelligent financials. How? Let’s develop budgets based on metric modeling and continuous performance tracking so you can make informed decisions about your financial and operational management.
Beyond a Budget: Financial Planning, Modeling, & Implementation

ust having a budget is not enough - your business needs a practice of intelligent financials. How? Let’s develop budgets based on metric modeling and continuous performance tracking so you can make informed decisions about your financial and operational management.

Learn More
Enabling Scale: M&A Strategy and Integrations
Enabling Scale: M&A Strategy and Integrations

Consider us your co-pilot in leading the acquisition or divestiture. This includes strategy development, transaction structure, due diligence, and integration or succession planning.

Putting Out the Fire: Turnarounds & Crisis Management
Putting Out the Fire: Turnarounds & Crisis Management

We specialize in transforming underperforming organizations. Turnarounds are possible to overcome financial challenges through product line diversification, pricing optimization, debt restructuring, cost reductions, and more. This involves creating a strategy, roadmap, and implementation plan.

Driving Thought Leadership with Stakeholders
Driving Thought Leadership with Stakeholders

We translate financial performance into insights, helping you bring strategic thinking to manage the expectations of your board of directors, investors, and other key stakeholders. We don’t want inaccurate, vague, or conflicting reporting that could cost you your funding.

Formalizing Your Vision & Strategic Planning
Formalizing Your Vision & Strategic Planning

A house of cards is easily blown over. A solid strategic business plan based on your organization's mission, vision, and values prepares your enterprise capabilities for hyper-growth. Since this is an arduous task for a lean finance team, this is where we come in to help you create that overall vision and scalable foundation.

Case Studies

OUR SUCCESS STORIES

We can share kitschy anecdotes all day long, but we both know that the proof is in the performance. Learn more, by reviewing the results in our case studies and recent successes.
Proof

Let’s Talk.

Does All This Sound Good?
We’d love to chat with you about your financial strategy, roadmaps, and implementation needs! Contact us today and we’ll hit the ground running.

Contact Us

We’d love to hear from you so we can provide you with an experienced CFO perspective you can trust. Fill out the form or give us a call at (813) 710-9327. We’ll be in touch with you shortly to discuss your business needs.

    1315 S Howard Ave Suite 201,
    Tampa, FL 33606
    (813) 710-9327

    Email:
    [email protected]

    © 2024 The William Stanley CFO Group. All rights reserved.
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