Details of our CFO Services

We offer a suite of services no matter your situation, whether its difficulty in budgeting/planning, a cash shortage or understanding financial performance we can help

Financial Planning and Budgeting

We will work with leadership to build both a current year budget as well as a 3 year strategic plan. We gain a full understanding of all current and future drivers of revenue, corresponding costs and all other business expense. Coupled with this is ensuring all leadership goals are met with the result being both a top down and bottom up methodology for planning.

Measuring Performance

Cash Management and Turnaround

ROI Strategy, Modeling and Pricing

M&A, Investment and Capital Strategy

Once plans in place use them to assess how performance has gone in comparison. Budget Vs Actual from both a sales/revenue and a cost perspective is paramount for success. KPI dashboards and performance assessment of all areas of the business are also key.

We understand the difficulty of the current economic climate and that cash management is becoming an increasing issue for companies. We can help you understand your cash runway, and work on efficiencies at your company to get back to increase profitability.

Using complex models we can assess the best strategies for the company. How much to price new and existing products? At what point does it become profitable? are questions we can answer. The key is to generate a Return On Investment (ROI) culture where every spending decision is made on the basis that it will provide the most value to the company.

We do not just work on internal factors, we can help the company expand through Mergers and Acquisition strategies, seeking further investment or looking to change their banking strategy. All are important factors that contribute to company growth.