Interim CFO

  • Lead a change program, elevate financial strategy or bridge the gap during a short-term leave of absence or the search for a permanent long term hire.

  • Review internal control structure and recommend financial policies to safeguard your assets and mitigate losses.

  • Help improve your liquidity and working capital needs by reviewing investment strategies, debt financing and capital structure decisions.

  • Help optimize your resources by analyzing your systems and processes to ensure you are meeting your goals.

  • 3-12+ Months

Services

Fractional CFO

  • Part-time leadership for early-stage, high-growth companies with changing needs. This is the #1 preferred service by CEO’s of start-ups.

  • Oversee the preparation and presentation of financial statements to ensure compliance with accounting standards.

  • Create a blueprint to get you from where you are at to where you want to go.

  • Managing working capital is a friction point for most start-ups. We will analyze your cash flow, find areas for improvement and help implement those changes.

  • 3-12+ Months

Advisory

  • Provide mentorship to new executives or guidance to senior leadership teams for targeted issues including AI Initiatives or M&A strategy.

  • Understand how to leverage AI tools to analyze historical data and unlock deep learning potential.

  • An interim CFO will ensure a smooth transition as you prepare for a merger, acquisition or an exit.

  • Host monthly lunch and learn sessions to bring your Finance team up to speed on current accounting standards and tax legislation

  • 1 day/week