Executive Services: CFO & C-Suite

Whether a client has an urgent need or a long-term one that entails complex issues in the strategic, operating, and finance areas, we can help.  Our professionals are seasoned strategic, financial, and operating C-suite level executives, certified public accountants, and/or other specialty credentialed consultants who have done the job before. We know how to move quickly, objectively, and thoroughly, immediately integrating into your organization to assess challenges, pursue opportunities, and mobilize the right resources to solve problems and achieve results.

For entrepreneurial, growing, and mid-market companies, a part-time or interim CFO or other C-suite executive may be the most practical, economic solution. We bring business acumen and independent and objective insight created by a wealth of professional experience and knowledge obtained over many years.  Our consultants have been former Big Four accounting firm partners and senior managers, corporate controllers, secretary treasurers, CFOs, COOs, CEOs, and members of boards of directors.  Our skills and capabilities include:

Planning and Analysis

• Strategic planning
• Multi-year operating plans
• Short and long term financial forecasting
• 13 week cash flows forecasts
• Rolling forecasts and projections
• Performance improvement assessment
• Cash and working capital management
• Expense reduction
• Profitability analysis by customer, product line, channel, geography
• Acquisition and disposition analysis
• Key performance indicators, dashboard metrics, competitive benchmark development
• Capital structure evaluation

Financial Accounting and Reporting

• Assessing internal and external financial reporting system and processes
• Revamping reporting procedures and controls
• Developing reporting packages
• Complying with GAAP, SEC, IFRS
• SEC filings: Forms 10-K, 10-Q, S-1, 8-Ks, etc.
• Management’s Discussion and Analysis (MD&A)
• Financial audit planning and coordination.
• Costing system assessment

Internal Control Documentation and Redesign

• Documentation of current processes in narratives and flowcharts
• Assessment of system of internal controls
• Recommendations for improvements
• Implementation of and staff training regarding recommendations
• Monitoring of system of internal controls
• Sarbanes-Oxley 404 compliance and assessment

Additional C-Suite Executive Services

• Capital raising
• Corporate governance assessment 
• Audit committees, boards of directors, executive committee
• Interim management services
• Executive search
• Interface with third party professionals-attorneys, tax CPAs, investment bankers
• Develop/maintain lending and investor relationships
• Coordinate capital market transactions
• Cash management system reviews
• Assistance with systems selection and implementation
• Pre-IPO/public company preparation
• Risk assessment and analysis

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