Individual Projects
Targeted financial engagements with a singular focus on one desired outcome that includes limited to no ongoing support.
You have one pressing goal and just need the financial expertise to get you there. Your CFO can help you via limited engagements, bringing you the deliverables you need accurately and on-time.
Scope of Service
Exit strategy
For many owners, this is the pinnacle of entrepreneurship and one that should not be done without the best financial insights available. Your CFO will advise you on best practices, available options and help get your company ready to bring to market.
Internal control design & implementation
You have built a successful business, now you need to put in the necessary processes and controls to keep all that you’ve gained. Your CFO will review existing procedures, recommend best practices and help implement the required changes to protect your employees and company assets.
Financial modeling
We present several different outcomes based on varying inputs. Opening a new location, expanding production or adding a new product line - your CFO can get you the information you need.
Cash basis to GAAP conversion
Your company has grown to a point where trusted financial reporting has become a necessity. Your CFO can take your existing cash-basis accounting records and convert them using generally accepted accounting principles.
M&A advisement
There a multitude of ways to buy, sell or merge a business. We can guide you through the best way to execute on such an important part of your business’s story. We can help with valuation support, due dilligence and post-transaction integration.
Staff training & development
We can train your team to elevate the talent you need in your business. We can educate team members on best practices, develop high-potential staff into thought leaders or prepare staff for future roles.