What can CFO Business Partner Do For You?

With over 30 years of experience working as an Accountant, Controller and CFO of privately held manufacturing, wholesaling, retailing and non-profit businesses means you will have the wisdom of a financial guide on your side. My work as your personal CFO is very hands-on and integral to:

1

Preparing you for rapid growth, because expansion requires planning to accommodate your need for additional capital to finance healthy growth. This process can often be quite complex.

2

Evaluating opportunities associated with a merger or acquisition is also important. In situations like this, part of my role is to help you select the correct team to pick a good acquisition target.

3

Being mindful of your optimum accounting software and banking relationships because they can be very instrumental to your day-to-day operations and growth trajectory.

4

Ensuring that you are receiving and interpreting the core financial statements you need to understand the ongoing health of your business. If they are not prepared on a timely basis, you might overlook time-sensitive warning signs or business opportunities.

5

Reviewing the regulatory, tax, government regulations, industry or legislative changes that might alter your future plans. It’s about knowing all of your financial risks.

6

My clients know that I consistently show them their unique organizational big picture in terms they are familiar with. That’s what I believe it means to “steward profit, people, partners and places.”