How we Collaborate
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.
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I'm a paragraph. Click here to add your own text and edit me. It’s easy. Just click “Edit Text” or double click me to add your own content and make changes to the font. I’m a great place for you to tell a story and let your users know a little more about you.
Profitability Enhancement services 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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Budgeting, forecasting, & business models that enhance management control of current operations, strategic initiatives, & major transactions
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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
Financial Reporting & Analysis provide the answers 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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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
Crisis Management services 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 really help the company grow and evolve. Today, their business is doing exceptionally well, and we’re proud to have been part of the process.
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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
HR Consulting Services Provide Answers and More Control
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 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
Payroll Services
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
