CFO Services
Financial ServicesOutsourced CFO Services
Growing companies in an increasingly competitive business environment must make accurate and e ffective strategic financial decisions in order to achieve sustainable growth. Hiring a full-time chief financial off icer (CFO), however, is simply not a feasible option for many businesses working to minimize expenditures and expedite growth. The CFO Firm can help. Our experienced team of certified financial operators is ready to go to work for you, giving your company all the benefits of having a chief financial o fficer at a fraction of the cost. Outsourced CFO services from the CFO Firm—including accounting, bookkeeping, financial planning, and more—deliver comprehensive insights for strategic planning and growth forecasting. Our vast industry experience in the region helps us to intuit the needs of a growing business, ensuring that your organization is able to capitalize on every opportunity. The CFO Firm will provide direct, personal service and, if appropriate, supervise your in-house accounting staff as a project manager. However you prefer our service to be delivered, you will receive high-level CFO expertise without adding a single full-time employee to your payroll.
Our administrative CFO consulting and advisory services include:
- Reviewing, filing, and confirming local tax and license forms
- Establishing banking relationships and opening operating accounts
- Advising and streamlining your processes during key phases of your launch
- Monitoring timelines to ensure deadlines are met
- Reviewing and advising on business insurance requirements and assisting with vendor selection
- Setting up payroll services and new-hire onboarding procedures
- Organizing benefit programs including medical, dental, vision, 401(k), FSA, and others
- Establishing best practices for everything from employee onboarding to T&E policies to fund
expense reimbursements - Practical consultation on offering documents and the interplay between your management company, general partner, and fund
Growing businesses need professional fiduciary guidance, but oft en don’t have a full-time CFO or controller to manage this task. The CFO Firm gives you a professional, outsourced financial manager who works with you to help guide your business to success. If you’re ready to spend less time working on your finances and more time on new business opportunities, new investors, and other core business issues, contact the CFO Firm today.