Our Role

The Role and Responsibilities of a Fractional CFO Advisory Services are comprehensive and multifaceted. They typically consist of:

Strategic Planning and Execution 

• Developing long term financial strategies that align with your business goals and objectives.
• Providing insights on market opportunity and strategy.
• Assisting in the development of strategic plans to capture market opportunities and achievement of your business goals...

Financial Reporting and Analysis

• Preparing financial reports that provide trend and variance analysis.
• Providing commentary on the financial results that are insightful and timely.
• Ensuring accurate and usable financial reporting materials are available to you for decision making.

Cash Flow Management

• Cash flow analysis and forecasting for all time frames and even down to the week, if needed.
• Monitoring receivables, payables, inventory and all critical aspects of working capital.
• Providing strategies to optimize cash and maximize liquidity.

Budgeting and Forecasting

• Creating budgets and forecasts that are usable and dynamic.
• Monitoring and adjusting financial plans based on business changes.
• Scenario planning to examine different opportunities you have on your mind.

Fundraising and Investor Relations

• Assist in raising capital through loans, equity or other facilities.
• Establishing due diligence readiness to meet the needs of investors.
• Defining the key investment attributes of your business to attract investors.

Mergers and Acquisitions (M&A)

• Providing understanding in mergers, acquisitions and exit opportunities.
• Ensuring smooth transactions and high probability of completion.
• Conducting or enabling due diligence for successful transaction and counterparty relationships.

Financial Systems and Controls

• Implementing efficient and strong financial systems and controls.
• Including compliance with regulatory requirements and standards into your financial strategy.
• Improving fsystems for higher overall performance and accuracy across the business.

Risk Management

• Identifying and mitigating financial risks.
• Evaluating and implementing risk management techniques.
• Helping your organization navigate changing environment with risk controls.