CFO Guidance

Financial Strategy is at the Heart of Business Transformation

In need of CFO expertise, but not ready for the cost and risk of hiring a full time CFO? TP4’s fractional CFO Guidance is perfect for you.

CFO Guidance: Objective Perspective to Drive Excellence

Our executive CFO Guidance package brings to bear every aspect of our financial expertise. We deliver individual services as needed, but our premium comprehensive package includes:

  • Onsite CFO Specialist support
  • Partner support as needed
  • Finance & Accounting (A/R & A/P) personnel coaching and leadership
  • Financial simplification plan and tracking
  • Month-end close and production of monthly financial statements with analysis and perspective, including:
    • Income Statement
    • Balance Sheet
    • Statement of Cash Flows
  • Customized financial reporting
    • Budget development and monitoring
    • Multi-location reporting
    • Profit margin analysis by customer and product line
    • Cash flow analysis
    • Financial modeling and forecasting
  • Create 180-Day Financial Roadmap that outlines:
  • Review of the company’s overall financial situation
  • Review Balance Sheet
  • Review Income Statement
  • Review of Statement of Cash Flow
  • Review of Key Performance Indicators (KPI’s)
  • Provide recommended next steps to improve financial processes
  • Provide overview of accounting and finance personnel
  • Develop dashboard system to track financial and operational K.P.I. / metrics
  • Participate in driving growth strategy set by owner
    • Understand and increase business value
    • Define owner goals and strategic plan
  • Relationship liaison – banking, CPA, attorney and advisory board
  • Benefit and insurance analysis and review
  • Review business goals, strategic plan, SWOT analysis

Advanced Accounting Management and Basic Bookkeeping

If this sounds like you’re skipping some steps, please review our Bookkeeping and Accounting services. 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: 513.489.4874