Through our Virtual CFO solution we provide an experienced financial professional to participate as part of the company’s management team to ensure you have the financial tools you need to effectively manage your business. Some of the typical services provided through this solution include:
  • Supervising internal and external financial reporting
  • Forecasting, budgeting and financial planning
  • Managing cash flow, investment and loan portfolios, and related risks
  • Changing financial reporting metrics and performance measurements designed to help understand underlying business trends
  • Identifying capital resource needs (debt/equity) and assist with sourcing options
  • Corporate risk assessment, identification of efficient solutions and actively managing implementation
  • Key constituency meeting preparation (investors, bankers, vendors, employees, etc.)
  • Analyzing new business opportunities
  • Managing external relationships including bankers, investors, auditing firms, boards
We integrate with your outside accounting firm. Your independent firm continues to provide tax advisory services and certify financial statements for external entities.