New for 2022: Introducing SafeSend Returns for our clients.

Learn more

CFO Services

Offering a robust line of productsto meet your personal and business needs

Select a product

Some situations make our CFO services make sense

Two Men Shaking Hands

Sometimes you need extra leadership to get you through. Maybe you've recently lost a key executive, or your company is going through a major transition. You may need some objective advice, outside business analysis, or restructuring planning — some situations make our CFO services make sense.

Management Reports & Metrics

Good reporting will give you a clear picture of how your business is performing, and see areas that need improvement. With our outsourced CFO services, you'll get help creating key performance indicators (KPI's) for your organization and learn how to leverage technology to provide management reports that will measure financial and non-financial metrics. When we add business review meetings, you'll be armed with the support and strategy to succeed.

Financial Management & Cash Flow Analysis

This can take the form of a cash flow issue or, on the other end of the spectrum, unsustainable growth. Managing cash flow is a common challenge for businesses. More than simply bringing in more revenue, the solution to cash flow issues requires understanding what you're spending and where you're spending it, and knowing which expenses are essential for your organization's growth and which can be let go or modified. Outsourced CFOs take a deep dive into your financials in order to give you the clear reporting you need to take action.

Getting through an Event

The need for CFO services often arises when there is an event that needs both attention and expertise to mitigate the impact on day-to-day operations. Perhaps your organization must go through an audit or is facing a major transition or challenge. Serious projects and transitions can be daunting — and that's where we can help.

Facilitate Mergers & Acquisitions

If you're approaching a merger or acquisition, this service will give you the ability to tap into our knowledge and experience at the CFO level. We can help you work through the different phases of your potential merger or acquisition, including financial modeling and forecasting, deal analysis, due diligence, the closing process, and finally transitioning to the merged or acquired business.