We provide the CFO services that include Sophisticated planning, Budgeting, Fund raising, Acquisition /exit or M&A… We take care of your Accounts & Finance, Financial presentation before board of directors or investors, Statutory compliances and include business advisory. This includes managing accounts and Finance team.

CFO service includes…

• MIS: We generate monthly, or even weekly, reports that are specific to clients business / needs. We understand your business and industry and help design the reports so they are easy to digest for you, giving you the opportunity to fully understand where your business stands and where it is headed.

• Accounts: We oversee your current bookkeeping and controller staff to ensure all procedures have a series of checks and balances to strengthen security and present accurate financials. We also ensure you are using the correct and most up-to-date financial software that best suit your business.

• Taxes: We do not directly oversee your Tax department, we certainly will work with that function to put in place proper safeguards and meet equipment and software needs for your staff.

• Statutory compliances: We make sure your company is in compliance with all financial regulations.

• Budget / Projections: We generate a budget  and financial projections to give you and your board the best financial information possible to make strategic decisions about your company’s future as well as the toolset to hold your team accountable for hitting your goals. These projections can also include “what if” scenarios so you can truly be a future-driven CEO and quantifiably compare the potential impact of key  decisions before taking a leap on that next investment. 

• You may opt to have your CFO service prepare you for board / Investors meetings. Regardless of whether your CFO is physically present at your board meetings, the service will help to create the type of relevant financial information that will give your directors a true picture of the company. The service can also coach you, as CEO, on how to most-effectively present the information to your board.

• Investors Meeting: A CFO service generally may or may not provide direct investor relations, but it will certainly provide the financial reports and can coach the CEO on an effective approach to presenting that information to the investor community as well.