Looking for senior level finance advisors, but not ready to make a full-time hire? Let's work together! I love giving my clients the expertise and support of a full-time CFO, at a fraction of the cost. Depending on the volume and complexity of work, here are some of the ways we can work together:
External CFO monthly retainer (1-2 days/week) - includes full ownership of the financial reporting, tax, insurance, strategic planning, board governance, and cash management functions
External CFO financial review (1 day/month) - includes a monthly meeting to review your financials with you, and help you identify solutions and opportunities
Board Meeting Moderator (1 day/month) - we'll set an agenda and clear goals for your executive team to discuss, with the benefit of having an impartial third party to navigate the often challenging dynamics of strategic meetings.
Strategic Planning Intensive - I'll lead your team through a series of workshops and brainstorming to evaluate your current strategic positioning, industry trends and opportunities, exit strategies, and your best path forward for sustainable advantage and profit.
Special Projects - Financial reporting, Budgets, Financial modeling, Mergers and acquisitions, Post-merger integration, Fundraising, Pitch decks, New business launch and set-up, Growth infrastructure
LET'S WORK TOGETHER!