CFO Advisory & Support

CFO ADVISORY & SUPPORT


Your accounting and finance taken to the next level 



Fractional CFO

+ Monthly financial statement review  and analysis


+ Treasury oversight & Working Capital and Cash management


+ Liaison and relationship manager to banks, lenders, insurance broker, and investors


+ Financial advisor to Owners, Board of Directors, & Management


+ Staff development &  placement for Finance team

Business Advisory

+ Organizational structure review


+ Internal controls consulting


+ Expense management consulting


+ Business insurance analysis and support


+ Process improvements - accounting/finance operations


+ Revenue Cycle consulting

Strategic Support

+ Debt & Equity financing


+ Long range planning and goal quantification


+ M&A support


+ Business expansion and transition planning


+ Benchmarking


+ Profitability & Margin analysis


+ Succession planning

And much more...

Interested in our services? We’re here to help!

We want to know your needs exactly so that we can provide the perfect solution. Schedule some time to let us know how we can best help you. 

Contact us
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