Chief Financial Officer Services
Our part-time or interim basis CFO services can deliver significant value to your organization. We provide CFO services in the areas of:
- Business plan preparation
- Strategic planning
- Budgeting and forecasting
- Contract review
- Revenue recognition analyses
- Cash management
- Accounting software selection and implementation
- Financial reporting, both for internal as well as external requirements
- Cost analysis and cash flow optimization
- Accounting process evaluation for compliance with best practices
- Bank relationships
- Venture capital funding
- IPO activities
- Public reporting (10-K, 10-Q, etc.)
- Due diligence reviews
- Systems evaluation and implementation
- Mergers and acquisitions
- Benefit plan evaluation, negotiation and selection
- Stock option tracking
- Lease negotiation for real estate and equipment
- Risk management
- Recruitment and interviewing
- Service provider evaluation and selection (financial institutions, leasing companies, insurance brokers, attorneys, payroll service)
- Corporate, partnership and individual income tax planning and compliance
- Winding down a business