Our Tailored CFO Services

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Make smarter decisions with better insights.
We help you measure and understand your financial performance so you can make and validate key business decisions with confidence. Components may include:

• Asset Utilization
• Operating Performance Analysis
• Cash Flow & Liquidity Tracking
• Solvency Assessments
• Return on Investment (ROI) Calculations
• Key Performance Indicators (KPIs) Development
• Customer and Pricing Analysis
• New Business Opportunity Evaluation
• Major Expense Analysis

 Stay ahead of cash flow challenges.
Effective cash management is critical to keeping your business healthy. We design and implement systems that ensure financial stability, including:

• Accurate and Regular Cash Flow Projections
• Sales, Expense, and Capital Budgeting & Forecasting
• Receivables, Payables, and Inventory Management
• Timely and Accurate Financial Statements
• Treasury Management: Investment Programs and Debt Financing

Strengthen your daily operations for long-term success.
We provide hands-on assistance to improve financial and operational processes:

• Staff Training on Controls and Internal Checks
• Oversight of Daily Transactions
• Streamlined Payroll Process Setup
• Management of Month-End Close Activities
• ERP System Recommendation & Implementation
• Risk Management Systems
• Management and Board Reporting

Plan for a successful transition.
Whether you're expanding, selling, or exiting, we support you at every step:

• Valuation Reviews
• Management of Due Diligence Needs
• Deal Negotiation Support
• Assistance to Legal Counsel
• Post-Transaction Integration Support
• Special Project Consulting

 Connect your financial plan with your long-term vision.
We integrate financial and strategic planning to align projects, resource allocation, and growth goals. Services include:

• Business Plan Development
• Formation and Initial Capitalization Strategy
• Strategic Alliance Identification
• Financial Education for Key Management
• Competitive Landscape Assessment

Align your people, strategy, and performance goals.
We help build stronger, more resilient organizations through:

• Development of HR Policies, Procedures, Compensation & Benefits Programs
• Recruiting Strategy and Employee Searches
• Designing Equity Participation Plans
• Linking Company Strategy to Employee Incentive Structures