FRACTIONAL CFO SERVICES TO ELEVATE YOUR BUSINESS
FRACTIONAL CFO SERVICES TO ELEVATE YOUR BUSINESS
4 Strategic Financial Areas
Our onsite CFO easily moves among these strategic areas identifying opportunities for strengthening the organization and improving your value proposition.
Core
Accounting/Finance/Administration
Reporting systems
Internal Reports
Insurance
Employee benefits
Internal policies and procedures
Leadership team
Department organization chart
Internal collaboration
Internal Reports
Insurance
Employee benefits
Internal policies and procedures
Leadership team
Department organization chart
Internal collaboration
Growth
Profit and Strategy Development
Strategic planning
Sales growth strategies
Profit growth strategies
Acquisition analysis
Market assessments
Competitive analysis
Strength
Cash Management and Operations
Cash flow and projections
Financial budgets and forecasts
Financial statements organization
Profit margins
Individualized metrics
Relationships with external experts (banking, insurance, legal)
Cash forecasts
Profit margin and cost analysis
Financial budgets and forecasts
Financial statements organization
Profit margins
Individualized metrics
Relationships with external experts (banking, insurance, legal)
Cash forecasts
Profit margin and cost analysis
Value
Long-term Focus
Strategy Execution
Strategy Execution
Management team assessment
External advisor engagement
Succession planning
Exit strategies
External advisor engagement
Succession planning
Exit strategies
We seek to empower and enlighten our clients throughout their continuous growth process.
We view your organization and its issues through a variety of lenses.
We collaborate across all departments and develop strategies that improve the value of your organization.
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Testimonials
"Having grown tired of owning a job versus owning a business, I reached out to CFO Spectrum for assessing my financial statements and exit strategy. Two weeks of assessing the business led to a modification of the business strategy resulting in a doubling of sales in just two years as well as growth in EBITDA margin to above 30%. The value of my business has materially increased."
"CFO Spectrum lives up to its claim of being a trusted advisor. After working together on a complex transaction, they immediately earned my respect as well as that of my client."
J.B.
"We brought in CFO Spectrum to provide support to our Finance and Accounting team while acting as our fractional CFO. As challenges arose, CFO Spectrum gave us great strategic advice while also helping the team identify and implement key process improvements to ensure long term success. The CFOs at CFO Spectrum were professional, knowledgeable and helped guide the team through a very complex set of challenges. Thanks!"
B.C.
“My company brought in CFO Spectrum to assist with the closing of a complex acquisition. The CFO was able to handle all accounting matters, contribute to the final SPA language, merge two unique 401(k) plans, and organize and reconcile the post-closing adjustments. Their professional, responsible approach removed several responsibilities from my list and allowed me to successfully focus on critical deal points. The teamwork CFO Spectrum provided helped remove a burden from my already overloaded plate!”
R.M.
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