CFO Services
Understand what the numbers mean — and what’s ahead.
Forecasting, cash flow, dashboards and scorecards, KPIs, strategic planning, financing, banking, acquisitions, expansion, investor and capital planning, valuation and sale readiness.
How it works
We turn financial and operational information into forward-looking decisions — the senior finance partner in the room when the questions get bigger.
- Works hand in hand with your Controller and with Tax Services.
- Engage on a recurring basis or for a specific decision.
What’s included
Forecasting & cash
- Rolling financial forecasts, updated with actuals
- Cash-flow forecasting and cash management
- Scenario modeling for growth, staffing, pricing and capital
Performance & insight
- KPI dashboards and management scorecards you can share with your team
- Connecting operating drivers to financial results
- Pricing and profitability analysis
- Interpreting results and owner / CEO advisory
Capital & transactions
- Banking relationships and financing discussions
- Debt, financing and capital-structure analysis
- Investor reporting and fundraising support
- Acquisition analysis and diligence support
- Valuation, sale readiness and exit planning
Choose what fits — scope is built around your business.
Questions this answers
“Can I have a dashboard or scorecard built around my business that I can share with my team?”
“How do I build a budget or forecast that’s easy to update as things change?”
“Why are we making money but not generating the cash I expected?”
“What will our growth mean for cash flow and working capital?”
“Do we have the right banking relationships to get where we need to go?”
“Is my business ready for expansion — and where will the financing come from?”
“Is this acquisition financially right for our business?”
“What is my business worth — and is it ready to sell?”
Let's Talk About Your Business
Use CFO Services on its own or alongside the rest of the team.
Get in touch