We offer Chief Financial Officer (CFO) services to small to medium-sized businesses. These are businesses that need the expertise of a CFO part-time but do not need a full-time, 40-hour per week CFO. CFO services include:
Accounting
Selecting accounting software
Help setting up your accounting system
Help selecting accounting personnel
Structuring your accounting to provide more meaningful information
Determining the best KPIs (Key Performance Indicators) to track
Profitability and Cash Flow
Profit improvement
Cash flow improvement
Cash flow forecasting
Financing
Help with bank relations and borrowing
Capital raising advice and strategies
Planning
Strategic planning
Tactical planning
Budgeting
Business planning
Exit plans
Positioning your business for sale
Emergency Succession plans
Staffing
Aid in selecting and retaining staff
Our Approach
We usually start by making sure a business has good accounting information on which to base decisions. Then, with this information, I help the business improve profitability and cash flow. With good information, profitability and cash flow in place, we can start to work on longer term goals. These mostly revolve around making the business more valuable, more attractive to potential acquirers and more of a joy to own.