Services

What Fractional CFO Services Can Do For You

As your Fractional CFO, we partner with you on a part-time or project-oriented basis to eliminate the roadblocks stifling your enterprise’s success, increasing your market share, driving profitability, and elevating your enterprise value. We ultimately position your company to unlock its next level.

Curious as to what that looks like? Take a look at a few of the services we provide that will fast-track your business’s financial success.

Strategic Cash Flow Management: Optimizing 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.

Transforming Numbers Into Insight: Comprehensive Financial Diagnostic & Analysis

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.

Beyond a Budget: Financial Planning, Modeling, & Implementation

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.

Securing Your Funding: Strategic Financing Procurement & Solutions

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.

Navigating Compliance: Expert Tax & Audit Liaison Services

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.

Seamless Systems: Comprehensive ERP Implementation & Integration

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.

CFO Grow: Mentorship & Development for Emerging Finance Leaders

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.

Enabling Scale: M&A Strategy & Seamless 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

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: Engaging & Influencing 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 & Execution

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.