Outsourced CFO 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?
What data, and support, do I need to make healthy financial decisions?

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 “Sherpas” are the ideal guide to help with your ascent.

Our Sherpas bring a wealth of financial 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 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
  • CFO and finance team assessment, mentoring and coaching
  • Design profitability and implementation of financial reporting by product line
  • Growth and exit planning guidance
  • Multi-year planning and projections
  • Preparation for equity financing
  • Cash flow planning and analysis
  • Building the finance team to support your Company’s growth
  • Working with and presenting to your board of directors

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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