SERVICES
Fractional/Part-time CFO
CFO services that deliver clarity, control, and confidence to your business
SERVICES
Fractional/Part-time CFO
CFO services that deliver clarity, control, and confidence to your business
Monitor & oversee the accounting & financial functions:
Assess and manage the finance and accounting staff, as well as accounting and ERP systems
Develop/implement/review financial planning, budgeting, and forecasting processes and establishing financial objectives and strategies
Establish/review accounting policies, procedures and internal controls
Create KPIs with management
Review financial statements, regulatory (SEC, etc.) filings and tax forms
Review financial statements and KPIs regularly with management and the board of directors
Assess the company’s risk management processes and ensure compliance with all regulations (if applicable)
Review bank covenant calculations
Manage relationships with:
Investors
Lawyers
Major vendors and suppliers
Accountants
Bankers
Strategic partners
Assist management in:
Employee-related issues:
Review HR practices, including employee handbook
Design/develop/implement/assess employee compensation plans (including equity-based plans) and benefit programs
Evaluation of, and negotiation with:
Strategic partners and joint venture candidates
Major customers and vendors
Outside professional service providers
Review product pricing and costs:
Analyze pricing, as well as costs (direct and indirect) to generate maximum profitability
Monitor & oversee the accounting & financial functions:
Assess and manage the finance and accounting staff, as well as accounting and ERP systems
Develop/implement/review financial planning, budgeting, and forecasting processes and establishing financial objectives and strategies
Establish/review accounting policies, procedures and internal controls
Create KPIs with management
Review financial statements, regulatory (SEC, etc.) filings and tax forms
Review financial statements and KPIs regularly with management and the board of directors
Assess the company’s risk management processes and ensure compliance with all regulations (if applicable)
Review bank covenant calculations
Manage relationships with:
Investors
Lawyers
Major vendors and suppliers
Accountants
Bankers
Strategic partners
Assist management in:
Employee-related issues:
Review HR practices, including employee handbook
Design/develop/implement/assess employee compensation plans (including equity-based plans) and benefit programs
Evaluation of, and negotiation with:
Strategic partners and joint venture candidates
Major customers and vendors
Outside professional service providers
Review product pricing and costs:
Analyze pricing, as well as costs (direct and indirect) to generate maximum profitability
Manage relationship with:
Investors
Lawyers
Major vendors and suppliers
Accountants
Bankers
Strategic partners
Assist in employee-related issues
Design / develop / implement / assess employee compensation plans (including equity-based plans) and benefit programs
Review product pricing and costs (direct and indirect) to generate maximum profitability
Assist management in the evaluation of, and negotiation with:
Strategic partners and joint venture candidates
Major customers and vendors
Outside professional service providers
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