Oftentimes, start-ups and emerging companies reach the point where they need professional financial advice, but not the full-time services of a Chief Financial Officer. Our team regularly partners with clients to bridge the gap between a company’s need for sophisticated financial reporting and guidance and the economic feasibility of having that expertise in-house.

Our CFO-in-Residence services can provide the company’s President or CEO with a better understanding of the financial side of the business while allowing more time for leadership to focus on other core business issues.

Services provided within the scope of our CFO-in-Residence engagements include:

  • SEC Reporting and Compliance, Drafting of SEC Form 10-K, 10-Q, 8-K, S-1, S-3 and 10
  • Month-end balance sheet tie-out and profit & loss review – allowing for timely and accurate financial information.
  • Mergers and Acquisitions along with the associated Due Diligence
  • Bank Compliance Analysis
  • Investor Relations Strategy
  • Internal Control Assessment
  • Tax planning (proactively looking for tax saving strategies)
  • Benefits Analysis and Strategy
  • Treasury and Cash Flow Analysis
  • Aid in the development of the annual budget; plan for expansion/growth, resources for achieving goals, line of accountability)
  • Cash management (cash shortage, reports, tool, etc.)
  • Development of a custom dashboard and management reporting (key metrics of our business, vital signs)
  • Documentation of transactional accounting processes (timely and accurate, documented processes for coverage, paying bills, invoicing, payroll, etc.)
  • Develop and maintain good banking relationships (sufficient financing, favorable terms, reasonable costs, bank reporting)
  • Foreign Exchange Hedging

Learn More About Our CFO-in-Residence Services

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