CFO Services

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CFO Services

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We provide a comprehensive range of financial services designed to help businesses make strategic, data-driven decisions. Through financial modeling, we deliver in-depth analysis for pricing, revenue, budgeting, forecasting, acquisitions, project development, due diligence, and succession planning. Our reporting services include the preparation of monthly financial statements, cash flow reports, budget comparisons, and key metric tracking, along with company valuations to assess business value. In addition, we offer strategic consulting to set financial goals, structure equity and debt, and develop capital plans, helping businesses optimize their financial resources for sustainable growth. Services include:

Fractional Finance Rolesㅤㅤ

  • CFO
  • Controller
  • Financial Analyst

Financial Modelingㅤㅤ

  • Pricing and Revenue
  • Budget and Forecast
  • Acquisition/Disposition
  • Project
  • Development
  • Due Diligence
  • Succession Planning

Reporting and Analysis

  • Monthly Financial Statement Preparation
  • Cash Flow Reporting
  • Budget Comparison
  • Metric Tracking
  • Company Valuation

Strategy and Consulting

  • Financial Goal and Metric Setting
  • Capital Planning
    • Equity and Debt Structure
    • Capital Table Strategy