Financial strategy focused on the detailed short- and long-term strategy of your business. An outsourced CFO is an expert in long-term planning and figuring out what is needed to take your company from where it is now to where you want to be.

Short-and long-term forecasting is the detailed financial and operational roadmap giving a step-by-step guide to take you from where you are now to achieve your goals.

Financial systems strategy & design to help analyze your current systems, assess your current and future needs, and design a system combination that will work best for your business' current and future growth.

Budgeting to plan out in detail your projected financials. A budget is imperative to the day-to-day operations of an organization.

Raising capital is typically very stressful for business owners, but an outsourced CFO can offer services to make the process go more smoothly.

Interim CFO services to help support your business in transition, facing a challenge, or in the process of hiring a full-time in-house CFO.

Cash flow analysis & restructuring requires understanding what you’re spending and where you’re spending it, and knowing which expenses are essential for your organization’s growth and which can be let go or modified.

Facilitating mergers & acquisitions includes preliminary analysis and reporting, forecasting, and advising key team members during the sales process.