Outsourced CFO and COO Services

Is my business standing on solid financial ground?
How do I grow profitably?
How do I finance growth?
How do I choose the opportunities that will yield the highest returns?
How do I improve efficiency and reduce waste?
What data, and support, do I need to make healthy financial decisions?

Consult With An Expert For High-Level Guidance

Do you need more convincing? Book a free consultation with one of our Sherpa’s to discover how we can help you improve your bottom line.

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As small and medium sized businesses begin to climb the mountain of success, the going can get rough and the path less clear. That’s why sound financial and operational strategies are like oxygen and why our CFO and COO services or “Sherpas” are the ideal guide to help with your ascent.

Our Sherpas bring a wealth of financial and operations expertise and cross-industry knowledge that will help you build a strong foundation for success and viable, creative and pragmatic solutions to challenges.

By outsourcing CFO and COO services, you access the guidance and support you need for growth without the full-time c-level salaries. We offer the following services and more:

  • Best practices financial assessment, including comparison to industry benchmarks
  • CFO and finance staff assessment, mentoring and coaching
  • Design profitability and implementation of financial reporting by product line reportings
  • Growth and exit planning guidance
  • Multi-year planning and projections
  • Preparation for equity financing
  • Incentive planning
  • Cash flow planning and analysis
  • Process design
  • Systems development
  • Hiring and retaining support
  • Incentive program development

Whatever the focus of our work, the goal is always to help position your company for optimal performance and help you leverage momentum for continued growth and profitability.

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