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Services

We are more than just a Fractional CFO Service Provider.

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As your accountability partner, we will meet with you weekly or bi-weekly to ensure you meet your goals.

FRACTIONAL CFO SERVICES

  • Financial data analysis

  • Non-financial data analysis

  • Budgeting

  • Financial Management

  • Performance Analytics & Accountability

  • Leading and lagging indicator analysis

  • OKR/KPI

  • EOS self-implementation

  • Benchmarking

  • Growth strategy

  • Business Registrations

  • Insurance matters

FINANCIAL DUE DILIGENCE

  • Proof of Cash

  • Quality Of Earnings

  • Projections

  • EBITA Discounting

  • Valuations

  • Customer Concentration

  • Vendor Concentration

  • Product Concentration

  • Net Working Capital Analysis

  • Tax matters

  • Financial Modeling

  • Strategy review, delivery and implementation

  • Business Planning

  • Mergers & Acquisitions

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PROCESS IMPROVEMENT  & AUTOMATION

  • Process automation companywide as needed

  • Process efficiency analytics

  • Cost reduction projects

  • Project facilitation & management

  • Paperless processes

FINANCE & ACCOUNTING SERVICES

  • Bookkeeping

  • Accounting

  • Treasury

  • Cash Management

  • Banking Relations

  • Reconciliations

  • Close

  • Audit process Management

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