Collaborative Problem Solving
We begin our work together with an initial consultation, listening carefully and asking many detailed questions.
The scope of our assignment is written up and presented in a detailed engagement letter outlining the proposed services for solutions.
CFO Plus works by project or by on-going retainer, depending on the client situation and needs.
Engagements can include full-scope, on-going financial management, or specific concentration
on short-term applications.
Fractional CFO & Financial Leadership Services
Targeted to enhance Profitability to help you reduce uncertainty.
Often times our clients have everything they need to succeed, they just require the resources and support to make a strategic jump. By ensuring consistent and transparent communication, our client is able to progress by leaps and bounds.
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Cash flow management and forecasting
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Cost reduction and working capital programs
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Business model drafting and implementation
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Pricing analysis and revenue-generating initiatives
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Analysis of relevant performance criteria and benchmarks to support effective decision making and management control
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Development of reporting packages of ongoing operations for management and stakeholders
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Due diligence packages for major transactions
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Ongoing advisory services
Strategic Planning & Budgeting provide the roadmap you need to make sound decisions.
We study our client’s business to create a focused and effective solution - and then watched it grow. We enjoy working with our clients and look forward to collaborating together on many more successful projects in the future.
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Budgeting, forecasting, & business models that enhance management control of current operations, strategic initiatives, & major transactions.
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Accounting software and hardware evaluation, selection, & implementation
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Policy development for critical operational activities that include accounting, control, & audit to ensure accurate and compliant reporting to stakeholders
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Review of infrastructure costs, contracts, & suppliers
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Venture capital analysis and “pitch packages” for asset-based & conventional financing
Business Structuring & Restructuring services to help you get control.
Clients approach CFO Plus with a general idea of what they need, we are able to jump right in with our expertise and align systems, processes and reporting to support sustainable growth.
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Analysis of critical early warning indicators
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Turn-around strategies and execution
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Interface services between company, creditors, & investors
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Critical “short list” priority development
Payroll & HR Administration services Provide Answers and More Control
Smaller clients use CFO Plus as their solution for the highly sensitive, confidential and privacy of information associated with payroll processing and filings. We are able able to jump right in with our expertise and offer outsourcing services and reporting into the designated responsible executive(s).
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Time capture validation & approval
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Preliminary processing reporting
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Submission & processing
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Payroll & wage tax reporting
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Summary Journal entry preparation
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Quarterly tax deposits and filings
Often times clients find themselves inundated with accelerated growth attributable to on-boarding new customers and/or increased sales orders. Sometimes they just require the resources and support to make the strategic jump. We solve this need by absorbing the administrative work overflow with human resource and payroll activities by ensuring consistent and transparent communication, enabling our clients to progress by leaps and bounds.
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Staffing levels and cost control analysis
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Staff training and mentoring
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Global HR management and development
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Software and hardware evaluation, selection, & implementation
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Health policy analysis
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Benefit package analysis & negotiation
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Fraud control implementation
Accounting & Close Optimization.
Clients approach CFO Plus to assist their teams to improve or create best accounting practices to support accurate bookkeeping and timely clean financial statements they can trust.
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Analysis of monthly closing process.
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Identify obstacles and hurdles impeding timely closings for corrective action.
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Monthly reconciliations and supporting schedule tie-downs of all general ledger accounts.
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Create and issue standardized reporting package for senior management analysis & guidance.
