Two men shaking hands indoors, one smiling and facing the camera, the other with his back to the camera. There are framed pictures and a potted plant on a bookshelf behind them.

CEO Coaching

Your CFO can bring the financial clarity needed to make the best decisions that have the most impact. All CEO’s need a trusted aid that can translate the numbers into actionable tasks.

Don’t go into an important meeting without being fully informed of the finances of the company you’ve been entrusted to lead. Or maybe you need to know what operational inputs have the biggest impact on your financials. Your CFO can guide you through all the numbers, from historical performances, future outlooks, budget variances and everything in between.


Scope of Service

Financial statement review and analysis

Review the financial statements with your CFO to bring real meaning to the numbers.

Scenario planning

Whether you are looking to exit the business, expand your business or acquire another business, let your CFO model the various outcomes with you so that you can make the best decision with the best information available.

Board reporting

Deliver a financial packet that your Board can review and follow along as your present the financial performance of your company.

KPI development / performance measurement

Find the real inputs that matter most. With your CFO, we can find those Key Performance Indicators to drive your operations team to success.

Board meeting preparation & investor relations

Let your CFO guide you through your financials, highlighting items of note so you are prepared and informed.