part time cfo 1000w.jpg

Fractional & Part-Time Chief Financial Officer Services

General Management

  • Chief financial officer (CFO), Controller, Bookkeeper

  • Contracts development & negotiation

  • Strategy development

  • Management team meeting participation

  • Board preparation & attendance

Planning & Modeling

  • Business plan development

  • Business & pricing model development

  • Budgeting/forecasting system implementation & management

Business Optimization

  • Dashboard development & maintenance

  • Virtual data room setup & maintenance

  • Administrative document management

  • Paperless office

Financial Management

  • Key performance indicators

  • System selections & implementation oversight

  • Audit preparation & engagement

  • Proper revenue recognition

Cash & Risk Management

  • Treasury

  • Insurance

Relationships

  • Banking

  • Insurance

  • Audit /tax

  • Legal

Equity

  • Cap table

  • Stock options (inc. 409A valuations)

  • Investor relations