Interim & Fractional CFO Services

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About this service

Summary

I offer fractional CFO services, including financial strategy, budgeting, cash flow management, staff training, and financial reporting, tailored to support your business's growth and efficiency. My extensive accounting background and "big picture" insight set me apart, enabling me to provide actionable financial advice and optimize your financial operations for long-term success.

What's included

  • Financial Strategy and Planning

    Develop and implement financial strategies aligned with business goals, create long-term financial plans and projections, and identify opportunities for growth and cost savings.

  • Budgeting and Forecasting

    Prepare and manage detailed budgets, conduct regular financial forecasting, monitor budget adherence, and make necessary adjustments.

  • Financial Reporting and Analysis

    Produce accurate and timely financial statements, analyze financial performance, provide actionable insights, and present financial reports to stakeholders.

  • Cash Flow Management

    Implement cash flow forecasting models and monitor and manage cash flow to ensure liquidity and optimize working capital management.

  • Cost Control and Optimization

    Analyze and manage operational costs and implement cost-saving initiatives.

  • Performance Metrics and KPIs

    Develop and track key performance indicators (KPIs), analyze business performance metrics, and provide regular financial health and performance updates.

  • Financial Systems and Processes

    Evaluate and enhance financial systems and processes, implement best practices in financial management, and ensure accurate, efficient financial operations.

  • Financial Training and Support

    Train and mentor internal financial staff, provide ongoing financial guidance and support and ensure the team has the necessary skills and knowledge for their roles.

  • Interim CFO Services

    Provide interim CFO support during transitions, ensure continuity of financial leadership, and assist in recruiting and onboarding a permanent CFO.

  • Video Meetings

    Video meetings are scheduled as needed throughout the contract.

  • Unlimited E-Mail Support

    All CFO services include unlimited e-mail support.


Skills and tools

Accountant
CFO
Microsoft Excel
Microsoft Office 365
Microsoft Teams
Slack

Industries

Professional Services
Accounting

Work with me