Services to Stakeholders, CEO and Directors
Owners, CEO and Directors – we offer a full slate of CFO services including:
- Strategic planning including projections, forecasting and budgeting
- M&A including significant capital expenditures, joint ventures and acquisitions
- Management – interacting with all areas of the business to develop and execute the business strategy
- Accounting – financial and managerial accounting, including internal controls
- Finance – measurement of performance and reporting, including dashboards, internal and external reporting and banking and investor relations
- Human Resources – including compensation plans and regulatory compliance
- Information Technology – including systems design and security to hardware acquisition to user access
Services to the CFO and Controller – targeted project and specialty service
CFO – targeted project and specialty services
- Internal Controls documentation and evaluation
- Financial Reporting
- Internal financials from daily dashboards to periodic financial statements
- External financials to banks, funding sources and regulatory agencies
- Pre-Audit Preparation
- Organizing the pre-audit process
- Special Projects
- Review or prepare schedules requested by the auditors
- Identify and address technical accounting issues
- Research emerging complicated accounting requirements
- Provide accounting advice while structuring a transaction
- Due Diligence – evaluation of potential transactions including mergers, acquisitions and joint ventures, considering implications for accounting, tax, cash flow, trends and synergies of the target business
