Our Services
TAILORED CFO ADVISORY SERVICES
ENGAGEMENT MODELS
SHORT-TERM INITIATIVES
BILLED HOURLY OR THROUGH PACKAGES
- Month-end close optimization
- Expenses management / internal controls
- AP/AR/WC optimization
- Reporting quality enhancement
- Performance KPIs development
ONGOING ADVISORY SUPPORT
RETAINER-BASED
- Assessing and right-sizing finance/accounting team, processes and systems
- Evaluating and maintaining strategic vision’s alignment with financial planning
- Anticipating and planning for future needs
- Preparing for refinancing of existing credit lines or identifying new ones
INTERIM CFO (Full time or Fractional)
RETAINER-BASED
- Leadership during transitions or growth phases
- Full ownership of the Finance/Accounting function as long as needed
CUSTOM ENGAGEMENTS
BILLED HOURLY OR THROUGH PACKAGES
- Tailored solutions for unique needs related to M&A activity
- Preparing for Due Diligences and/or Sale process
- Identifying and selecting potential Investment Banks/Advisors to work with
- Designing and implementing strategic and tactical steps to secure liquidity
SERVICES TAILORED TO YOUR NEEDS
EXPERTISE
OFFERINGS
Financial Process Optimization
Reduced closing times and improved reporting quality
- Month-end close optimization
- Expenses management / internal controls
- AP/AR/ WC optimization
- Performance KPIs development
Growth Alignment & Operational Efficiency
Rebuilt teams to align with growth objectives
- Assess/rebuild teams to align skillsets with growth goals
- Align finance with operations
- Develop/implement tools and management rituals to support growth
Strategic Planning & Stakeholder Engagement
Managed $6Bn+ parent company, PE and VC relationships
- Develop credible strategic financial plans
- Support fundraising financing, M&A, and board reporting
- Plan for exit-readiness (HR, Legal, IT, Financial, Tax, etc.)
Business Model & Market Expertise
In-depth understanding of B2C and B2B dynamics
- Financial insights tailored to markets
- Revenue optimization strategies
- Cost reduction initiatives
- Offering analysis (SKU velocity, gross margins, repurchase rates, differentiation factor)
EXPERTISE
OFFERINGS
Financial Process Optimization
Reduced closing times and improved reporting quality
- Month-end close optimization
- Expenses management / internal controls
- AP/AR/ WC optimization
- Performance KPIs development
Growth Alignment & Operational Efficiency
Rebuilt teams to align with growth objectives
- Assess/rebuild teams to align skillsets with growth goals
- Align finance with operations
- Develop/implement tools and management rituals to support growth
Strategic Planning & Stakeholder Engagement
Managed $6Bn+ parent company, PE and VC relationships
- Develop credible strategic financial plans
- Support fundraising financing, M&A, and board reporting
- Plan for exit-readiness (HR, Legal, IT, Financial, Tax, etc.)
Business Model & Market Expertise
In-depth understanding of B2C and B2B dynamics
- Financial insights tailored to markets
- Revenue optimization strategies
- Cost reduction initiatives
- Offering analysis (SKU velocity, gross margins, repurchase rates, differentiation factor)
