Chief Financial Officer Consulting:
- Accounting Department Oversight
- Financial Statement Preparation
- Financial Statement Analysis
- Business Advisory
- Forensic Accounting
- Business Process Improvements
- Improve Cash Flow
- Improve Profitability
- Key Business Metrcis
- Facilitate Finance Meetings
- Internal Control Improvements
- Risk Management
- Strategic Financial Leadership
Strategic Planning:
- Facilitate Meetings with Owner(s) to create a strategic plan
- Facilitate Meetings with Executive Team to create strategic plan
- Create the working document of the plan.
- Company Mission, Vision, and Values
- Long-Term and Short-Term initiatives
- Goal Setting
- Goal Measurement
- Roadmap
- Implement the strategic plan
- Regular reviews and updates of the plan
Exit Strategy:
- Assist business owners proactively prepare for their exit.
- Assist with developing the plan
- Manage the process
- Create the data room
- Recommend and connect other experts, as needed.
“To begin with the end in mind means to start with a clear understanding of your destination. It means to know where you are going so that you better understand where you are now and so that the steps you take are always in the right direction.”
Dr. Stephen R. Covey