Startups are the most financially endangered companies. Part-time or fixed-term projects to help entrepreneurs:
Setting up an accounting system
Being an advisor to the CEO
Improving cash flow: cash management & forecasting
Establishing banking relationships
Creating business plans, aid in fundraising
Getting staff to understand basic concepts: margins, fixed vs variable costs, return on investment.
Working on business strategy
Cleaning up the financial statements
Tax savings opportunities
SMALL-SIZED COMPANIES
Expand the finance function
Graduate to a more sophisticated accounting system
Maximizing profits: establish key performance indicators and monthly management reports
Developing budget to help individual departments work more autonomously
Tightening controls: purchasing and cash controls, legal documentation, developing approval systems
Read More
Securing your intellectual property (patents, etc.)
Tax planning, corporate structuring or reorganizing
Fundraising: develop/review business plans, term sheets, negotiate with investors
Drafting / reviewing many forms of legal documents
Improving cash flow: cash management & forecasting first
Focusing on efficiency
Helping to transition in a full-time CFO
MID-SIZED COMPANIES
Time to get sophisticated, tie-up loose ends and tackle special projects:
Developing long-term business intelligence & strategy
Project Management
Financial modeling and analytics
Performing due diligence review
Cost-cutting and outsourcing
Forensic & investigative accounting
Feasibility studies
Sounding board for the CEO and C-suite
Estate Planning & trusts
Minimizing audit work for external accountants
Valuating your company