Outsourcing your Chief Financial Officer (CFO) can significantly reduce the cost of hiring, training, and managing an employee. Having an outsourced trusted strategic partner can propel your organization towards a prosperous future. Their expertise ensures financial stability and informs critical decision making.

Monthly Financial Review Meeting

  • Review closing procedures for deliverable of monthly financial statements.
  • Review Balance Sheet, Income Statement, and Cash Flow for significant trends or
  • variances.
  • Review Key Performance Indicators (KPI’s)
  • Review capital expenditures

Internal Accounting Department Review

  • Ensuring proper segregation of duties
  • Reviewing internal controls
  • Analyze accounting department staff.

Bank Communications

  • Thinking about switching banks? Let’s talk through your options.
  • Apply for/Review your Line of Credit
  • Review Credit Card applications or processes

Contract Review

  • Lease/Loan agreements
  • Accounting software agreements
  • Audit/Tax Engagement Letters

Special Projects

  • Multi Year Financial Forecast
  • Multi Year Cash Flow Forecast
  • Yearly Budget Creation
  • Monthly Scorecard