SERVICES
I provide contract CFO services including budgeting, financial reporting, establishing Key Performance Indicators (KPI's), cash flow management, transaction (M&A) support, implementation of business processes & policies, compliance, Board of Directors reporting and Investor reporting.
BUDGET DEVELOPMENT & TRACKING
Establish annual budgeting process with regular forecast updates. Establish Key Performance Indicators (KPI's) appropriate for your business.
CASH FLOW PLANNING
Develop cash flow & working capital models to ensure cash requirements and key cash milestones are fully understood.
FINANCIAL REPORTING
Monthly & quarterly financial reporting for the Executive Team, Board of Directors, Investors & 3rd party stakeholders.
VALUE DRIVERS
What drives value in your business? Revenue & profitability growth? Optimizing cash flow and working capital? Effective use of invested capital? I will help you figure out where the company should focus for optimum value creation.
INTERNAL CONTROL, REGULATION & COMPLIANCE
I will help implement key processes & procedures to ensure business is being conducted in a controlled manner. I'll make sure your business applies consistent accounting policies and understands its debt covenants.
M&A SUPPORT
I can help support any acquisition or divestiture transactions related to your company including financial due diligence activities and valuation modeling.