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Outsourced CFO Services

The dimensions of the CFO must extend beyond the fundamental duties of book maintenance, control, and management of the firm’s fiscal action through cash flow analysis and planning. The CFO must be a strategist, leveraging dynamic financial reporting and modeling to transform the business data of today into actionable plans to achieve the firm’s initiatives for the future.

Our Services

Financial Strategy

  • Financial Modeling & Forecasting of Firm Initiatives

  • Financial Planning & Roadmap Development of Firm Initiatives

  • Operational & Strategic Maintenance of Financial Plan

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Operational Finance

  • Accounting & Bookkeeping Analysis & Improvements

  • Budget Development, Review, and Alignment with Firm Strategy

  • Implementation of Financial Controls & Process Improvements

Financial Reporting

  • Monthly Reporting & Custom Report Development

  • Financial Report Assessment, Interpretation & Decision Making

  • Facilitation of Financial Reporting Segment of Management Meetings

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Capital Structure & Cash Flow

  • Debt & Equity Assessment & Financing Recommendations

  • Financial Consulting through Capital Raising Process

  • Cash Flow Analysis, Planning & Management

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