CFO Services & Outsourcing

We provide contracted CFO and Controllership services on a long-term reoccurring basis or on a short-term, transitional basis.  Whether your company is a startup and needs a financial expert or is a well-established company in need of financial leadership and discipline, we can provide the exact mix of CFO services to meet your needs.

Areas of Experience and Knowledge:

  • Development of Internal Controls and Formal Business Processes
  • Preparation and Guidance with Buy and Sell Transactions (mergers and acquisitions)
  • Establishment of U.S. GAAP Compliant Financial Reporting
  • Board Participation and Financial Advisory
  • Annual and Long-Range Budgeting and Forecasting
  • Basic General Ledger Setup and Continued Maintenance
  • Monthly Financial Statement Preparation and Reporting
  • Margin Analysis and Oversight of Cost of Sales/Cost of Goods Sold
  • Assistance and Advice with Financing
  • Restructuring and Workouts with Creditors

Typical CFO Services Models

Ongoing, Part-Time Model – Our CFO services are customized to each client, but always done on a basis that is cost-effective for the client and based on the skills necessary for the tasks at hand.  Our services are routinely provided on a weekly basis ranging from a minimum of 4 planned hours to a maximum of 25 planned hours per week.  Some work will be performed on-site and some will be performed off-site (in our office).  We will work with you to customize a schedule that meets the needs of your business.

Fees are billed on an hourly basis or a monthly retainer basis depending on the specific services and expected variation.

Short-Term, Transitional Model – These services are more customized and may be more erratic and time sensitive.  This model is employed when there is a gap within the current Management team that needs to be filled until a replacement is found or until a transaction and handoff has occurred. This model focuses on providing services over a short-term period, usually 6-months or less.   This model is normally billed hourly, but could be arranged into a retainer or fixed monthly fee depending on limits set.

Our CFO services are provided by experienced, senior-level professionals.  Give us a call at (410) 910-9450.

Inc. Magazine – 5 Reasons Your Startup Needs a CFO