Chief Financial Officer Services

As your collaborative strategic partner, we have a deep understanding of your goals and strategies.

Included in this plan:

Deep dive analysis to assess strengths and weaknesses and deliver a strategy to help you align with or exceed industry standards.

Monthly Chief Financial Officer Services:

  • Provide oversight and strategic direction over all finance and accounting functions
  • Establish systems and organizational structure to support the overall vision of the organization
  • Assess and identify operational strategies, performance metrics, and financial opportunities
  • Review financial reports prepared by bookkeeper or accounting department to identify areas of improvement, manage ongoing challenges and opportunities, and make general ledger adjustments
  • Financial evaluation of various strategic options
  • Budgeting, forecasting, and financial analysis
  • Assessment and monitoring against industry guidelines and standards
  • Collaboration meetings with your tax advisor
  • Monthly strategy meetings to review results
  • Update and development of financial processes
  • Design, propose and implement a set of financial metrics that link to the strategic plan to allow for effective monitoring of financial achievements against long-term and annual operating targets
  • Business scorecard development and implementation
  • Evaluate the effectiveness of the organization’s performance versus its mission, financial and risk objectives and “Best Practices” of high performing for profit and not for profit entities.
  • Support the CEO, the President and Senior Leadership Team in maintaining a strong governance structure
  • Specific project and consulting engagements