CFO CONSULTING
We provide businesses with recommendations and planning designed to improve an organization’s performance and efficiency.
CFO’s role is broad in nature, but typically includes the following:
- Assist in formulating the company’s future direction through providing input on the company’s business plan, financial and tax strategies, budgeting, and forecasting
- Develop performance measures that support the company’s strategic direction
- Maintain in-depth relations with all members of the management team
- Manage the accounting, investor relations, tax, and treasury departments
- Oversee the financial operations of subsidiary companies and foreign operations
- Manage any third parties to which accounting or finance functions have been outsourced
- Oversee the company’s transaction processing systems
- Oversee employee benefit plans, with particular emphasis on maximizing a cost-effective benefits package
- Report financial results to the board of directors; report risk issues to the audit committee of the board of directors
- Monitor cash balances and cash forecasts; arrange for debt and equity financing; invest funds
Other core areas/services:
Accounting & Bookkeeping Services - Simplified monthly reports and statements and get accurate information on the financial health of your business. Bookkeeping services track transactions on a daily basis and lighten the load of the business by maintaining the day to day recording of receipts, invoices and other transactions. An accountant is responsible for offering strategic financial advice in addition to being aware of the company's financial situation.
Company Formation Services (e.g. Corporation, Limited Liability Company) - Learn how forming an LLC, an S-Corporation, or a C-Corporation will impact both your liability and taxation as a business owner.
Start Up - Getting started can be a complex undertaking. Most entrepreneurs do not have the knowledge across all the functional areas necessary in successfully running a business.