Fractional CFO & Controller Services
Business Process Improvement
- Design and implement effective and efficient internal controls and processes, to ensure the integrity, accuracy, and completeness of the financial information and transactions.
- Provide meaningful and actionable analysis of the finance department structure and systems - highlighting the strengths, weaknesses, opportunities, and threats of the business
Financial Planning & Analysis
- Strategic planning and financial modeling to support business growth and decision making.
- Capture the impact of various scenarios and assumptions on the company's revenue, expenses, cash flow, and valuation.
- Budgeting, forecasting, and cash flow management to optimize resources and ensure liquidity.
Technical Accounting for Complex Issues
- Revenue recognition: Help clients comply with the latest revenue recognition standards, such as ASC 606 and IFRS 15, which require a five-step process to recognize revenue from contracts with customers. Assessing the impact of revenue recognition on their financial statements, internal controls, tax implications, and business processes.
- Mergers and acquisitions: Due diligence, valuation, integration, and post-transaction support for mergers and acquisitions.
- Stock-based compensation: Help clients account for stock-based compensation, such as stock options, restricted stock units, performance shares, and employee stock purchase plans, in accordance with the relevant accounting standards.
Accounting Software Selection and Implementation Support
- Evaluate and select the most suitable and cost-effective accounting software and systems for business needs and goals.
- Implement and integrate the accounting software and systems with existing processes and platforms, and provide training and support to the users and staff.
- Leverage the accounting software and systems to automate and streamline financial operations, improve data quality and security, and generate more insightful and timely reports and dashboards.
Investor Relations, Reporting and Meeting Preparation
- Communicate and report financial results and outlook to internal and external stakeholders, such as shareholders, board members, management, employees, customers, suppliers, auditors, regulators, and media.
- Negotiate and secure favorable terms and conditions with investors, lenders, customers, and suppliers.