CFO Guidance – The Guidance Package

Financial Strategy at the Heart of Business Transformation

You may be the CFO of a closely-held business, or you may be an owner wearing a CFO hat and providing the CFO guidance for your company. Either way, you carry the weight of strategic assessment, planning, and vision based on the company’s financials.

That means taking a long-view and external perspective on the marketplace and where the company fits into it. It means knowing when the structure might no longer support optimal growth, or when a business unit is no longer value creating and time to divest. It means being prepared for the opportunities that are down the road and optimally positioned – from a cash and organizational perspective – to capitalize upon them.

CFO Guidance: Objective Perspective to Drive Excellence

At the highest level, our executive CFO Guidance package brings to bear every aspect of our expertise, from the basics all the way to valuation, M&A readiness, and execution. We deliver individual services as needed, but our premium comprehensive package includes

Everything in the Controller Services Growth Package (found here) plus

  • Executive dashboard development
  • Departmental K.P.I. tracking
  • Complete operational valuation
  • Benefit and insurance management
  • Relationship leadership – banking, CPA, insurance
  • Audit, review, & prep
  • Onsite partner and specialist support
  • Special projects

Advanced Accounting Management and Basic Bookkeeping

If this sounds like you’re skipping some steps, please review our Bookkeeping and Accounting Services and/or Accounting Controllership offerings. It’s always best to start at the beginning, and as your trusted advisors, we will always let you know when you’re missing something and when you’re ready for the next step.

Contact us today for a confidential conversation: 513.469.2900