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CFO & Controller Detail

We produce real, measurable results for our clients

To succeed in today’s ever-changing marketplace, it is important for a company to both gain and sustain its competitive advantage. An important ingredient in achieving this edge is an effective CFO function. The role of the CFO has evolved from being a backward-looking financial policeman to a forward-thinking strategist whose main job is to provide advice on a wide range of issues. The required skill set includes an ability to set strategy, lead change initiatives, and prepare value-added analyses to enhance the Company’s value.

Serving as the “watchdog” of finance and business operations, we provide:

Strategic Growth & Management Advisory Services:

Strategic planning at CFO Enterprise is done collaboratively. With your knowledge and our experience, we work together to formulate a strategic path customized to your organization.

  • Assist in creating well-defined and measurable goals
  • Develop strategic and operating plans
  • Identify growth barriers & develop strategies to overcome them
  • Develop and implement financial strategies that compliment your business objectives
  • Identify and assess business drivers
  • Establish appropriate benchmarks to measure performance
  • Forecast cash flow
  • Assist with obtaining outside financing
  • Analyze profitability of products, markets, and marketing strategies
  • Evaluate pricing structures and market positioning
Financial Management, Controller, Treasury and Banking Services:
  • Manage cash flow
  • Create budgets, forecasts, and projections used to monitor progress towards goals
  • Prepare and/or review reporting to external parties
  • Design and implement accounting systems, procedures, and controls
  • Design and implement financial reporting systems
  • Prepare meaningful financial statements that managers use to assess progress
  • Reconcile detail records of accounts to general ledger
  • Monthly or periodic close of general ledger
  • Analyze financial trends and ratios
  • Evaluate and improve cost management systems and controls
  • Enhance internal controls
  • Manage and assist with audits by various companies or agencies
  • Review, manage banking relationships
  • Prepare bank reconciliations and resolve discrepancies
  • Negotiate and secure loans and lines of credit
  • Manage relationships with External Accountants, Attorneys and Investors
  • Manage the functional areas of IT, HR, Legal, Customer Service
  • Supervise, train and recruit finance & administration staff
  • Merger, Acquisition, Sale and Due Diligence Services
Exit Planning for the Future Transfer of Business Interests to:
  • Family, Employees, Partners, Outside Purchasers
  • Acquisitions, Mergers & Sales of Business
  • Working with Investment Bankers & Venture Capitalists
Services For New and Emerging Businesses:

In today’s dynamic business environment, an integrated financial planning and reporting process and system are essential

  • Develop a business plan that you will use as a “road map” to guide your activities towards your goals
  • Analyze competitive advantages and market positioning
  • Determine your company’s optimal legal structure which balances the trade-offs between control, liability exposure, taxation, and ease of operations
  • Project start-up capital requirements and identify possible funding sources
  • Evaluate new product and services to determine their profit contribution
  • Create financial projections that translate your business plan into benchmarks which you will use to evaluate actual performance
Profit Management:

Do you find yourself so busy working “in your business” that you forget to “work on your business”?