We provide strategic financial leadership without the overhead of a full-time executive. Our outsourced CFO solutions are designed to help growing businesses make smarter decisions, manage risk, and scale with confidence.
Services Offered
- Financial Strategy & Planning
- Long-term budgeting and forecasting
- Cash flow planning and optimization
- Scenario analysis and growth strategy support
- Banking & Investor Relations
- Loan package preparation and covenant compliance
- Investor reporting and board presentations
- Debt and equity financing support
- Performance & Profitability Analysis
- KPI dashboards and variance analysis
- Pricing, margin, and cost structure reviews
- Profit improvement strategies
- Risk & Compliance Oversight
- Internal controls design and monitoring
- Audit readiness and coordination
- Federal and state compliance support
- Operational Support
- Oversight of accounting, payroll, and tax teams
- Systems and process improvements
- M&A due diligence and integration support