We bring financial order to the chaos that growth creates.
For over 30 years passionately supporting high growth companies achieve their goals.
ADVISORY & CONSULTING SERVICES
Chief Financial Officers
Focus on the right questions
Asking the "right" questions is the most important step. We help you to formulate, prioritize and then answer these questions. Then we then support you in achieving your goals for growth and profitability.
A Few Key Areas of Focus
Ensure key data available on timely basis.
Fund Raising Support
Preparing investor packages and presentations.
Matching funding type with financial need.
Help you create board level reports
Focus on the right Key Performance Indicators.
Not too few. Not too many.
Financial Planning & Analysis
Scenario planning; short and long term. Variance analysis. Budgeting. Worse case planning for these turbulent times.
Preparing monthly statements.
Support annual audit of financials.
Moving from QuickBooks to a more robust system? We support the planning and transition.
Other Areas We Support
The list is long on the topics a CFO handles depending on the organization. These range from IT, HR, Legal, Administration and even operations.
Have you considered Robotic Process Automation? Do you need to upgrade your accounting systems? How about an easy-to-use travel and expense tracking application for your staff. Is your compensation plan optimal for your staff? Need a fresh set of eyes on your project milestones? Are you considering implementing a stock option plan? Do you simply need a "foil" to bounce ideas off of? We have years of working with software / SaaS companies and their particular cultures and performance requirements.
Take advantage of our "Brown Bag Consulting" option. We meet with your over lunch and we talk about whatever you like. It is great way to get to know each other and maybe answer a question or two you currently have on your mind.