Services
My CFO fits into the existing organizational structure and capabilities of a client, working with your staff or to expand your staff and provide the data and insights needed to run your business.
Financial Management
Timely financial statements preparation; tracking against plans and budgets; support, execution, and/or management of day-to-day accounting operations.
Accounting Systems Integration
Design and development of best practices around information and accounting systems, controls, and policies with ongoing management, accountability, and support.
Management Advisory Services
Monthly financial statement reviews; cash flow analysis and projections, budget preparation; long-term forecasting; decision support; other Controller or CFO-level advisory.
Business Health Check-up & Value Assessment
The business health assessment is a great first step in the process of identifying, protecting, and maximizing the value of your business. It begins to answer three questions: Is your business Best-In-Class? Is the value of your business enough? How do you become Best-In-Class?
Strategic Planning & Integration
As a complement to the Finance & Accounting services we provide strategic planning facilitation and fractional Integration to support broader business planning and execution through a cadence of workshops and/or integration into your team to create clarity, focus, alignment, and accountability. Learn more from our sister company, Gestalt Business Solutions:
Transitions & Transactions
We execute the processes and facilitate the tools to position your business for a successful transition from preparation to marketing, negotiation, and due diligence, including consolidating critical documents in our secure, virtual data room, while you continue working in the business. We quarterback the team of your personal and business advisors required for a successful transaction and transition to what’s next.