When to engage an Interim or part-time CFO A financial professional can save your company time and money by evaluating what you need in your lead financial role. Most small companies find that, once a reporting system is put in place and procedures established; a part-time position is adequate to fulfill their financial requirements. Frequently, existing staff can manage the day to day activities once the fundamental structure has been established. Interim CFO support does not have to be long term.

• Strategic Financial Planning
• Financial and Cashflow Management
• Financial Decision Making
• Bank Financing
• Business Plan development
• Management, Board, Banker and Investor Reporting and Relationship Management
• Business Acquisition, Merger or Sale strategies, valuations, and financing
• Gross Margin, Product Cost & Overhead Analysis
• Operational Efficiency Analysis
• Financial and Asset Risk Management
• Turnaround Planning and Management
• Benefits Insurance review and Negotiations
• Now you can afford an in-house CFO, by hiring us on a part-time basis!

The needs of a small business frequently extend well beyond the services provided by an accountant or bookkeeper, but do not justify the expense of a full-time CFO or Controller. The initial design of financial systems and corporate policy may not seem significant during enterprise launch, but their proper implementation frequently spells the difference between a company that has sharp visibility and control over its future and one that does not realize it’s heading down the road to disaster. A seasoned professional can manage such tasks and provide high-level expertise to a company that may not be quite ready for a full-time role.

A few examples of services provided:

• Cash management - examining your company's current cash flow and seek ways to increase its cash flow
• Development of forecasts and budgets
• Development of legal, audit, and banking relationships and options
• Cost containment/cost cutting initiatives
• Strategic and tactical guidance on financial, operational, corporate governance, and human resource issues
• Prepare and deliver presentations to boards and investors
• Operational support
• Due diligence
• Negotiate contracts, purchases, lease renewals, employment contracts
• Financial planning and modeling
• Special Projects as an Interim CFO while a permanent search is conducted
• And many others!

And lastly, when you are trying to evaluate whether to hire a CFO or Controller – and you need honest, clear assessment of whether you require a full-time or part-time role.