Fractional CFO Program
Providing Everything You Need
Basic
Month-end closing
Bank reconciliations
Monthly financial statements
Revenue recognition
State or local sales and excise tax filings
Maintenance of financial dashboard, updated daily
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Track monthly sales by product, customer and region
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Track accounts receivable by customer
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Track status of inventory and days inventory on hand by SKU
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Track days since last order by customer
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Customized reports
1X Monthly Financial Meeting and Summary
Insight
All Basic service plus:
12-Month forecasting and cash flow planning
Advice on sales strategies
Advice on pricing strategies and promotions
Assistance with capital raising
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Pitch decks
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Cost of capital analysis
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Presentations to prospective investors
Advice on board structure and corporate governance
Contract review
Full-scope
For clients in need of strategic finance direction
Go-public events
Audit preparation and management
Design of internal control
Merger & acquisition due diligence
Team leadership
ERP implementation
Systems integration
More...
Rates Are Negotiable