Fractional CFO: experienced support with an efficient cost structure

Accurate and timely financial statements

Proactive insights and concrete recommendations on the health of the business

Full Controller services

Tax and compensation planning

HR systems and processes

Negotiations support

Client onboarding, retention, churn, diversification

Company policies and procedures, handbooks

Business development process

Employee retention and development

Staffing structures, capacity and utilization

Deal structures and operating agreements

Acquisition prospects

Business valuation

Strategic counsel

Brand and marketing

Client messaging

Financial reporting

Internal communications and company culture

Organizational structure and staff redundancies

Consolidated systems and tools

Prepare detailed budgets and forecasts

Establish company legal structure and operating agreements

Identify and onboard essential vendors (Banking, Payroll, IT, CPA, Legal, HR)

Strategic counsel

Understand the value of your entity in today’s market

Consider future sales opportunities and prepare to maximize value