CFO/Controller services

Engagements include one-time projects and longer-term arrangements, including part-time CFO services. 

A part-time CFO can help strengthen your accounting/finance and business management functions, without the commitment and cost of a full-time employee.

• Clean-up and reconciliations
• New system acquisition and implementation
• Workflow design and documentation
• Training staff & management

• Develop budgets
• Develop financial reports
• Build financial models

• Strategic planning facilitation
• Business plan development
• Cash management plans

• Oversee company bookkeepers
• Risk management & HR
• Liaison with bankers, vendors, auditors