Contract CFO Services

(317) 709-6689

We provide reporting and advisory services without the commitment and expense of a full-time high-level CFO.

As organizations mature, the need for greater visibility and internal controls increase. When your current staff is no longer able to support your evolving business, contract CFO services may provide the flexibility you need.

When engaged as your CFO, we will develop staff to ensure that the finance and accounting group is seen as a trusted business partner. Our high-level services include customized reporting, key performance indicators, scorecard metrics, job costing, cash and financial projections and department budgets. You may also benefit from our relationships with CPA firms, insurance brokers, banks, and attorneys.

MANAGEMENT REPORTING

Profitability analysis
Segment reporting
Trend analysis and tracking
Financial Statement preparation, presentation and metrics
Monthly Financial Package Setup
Industry benchmarking

BUDGETS & PROJECTIONS

Department budgets
Annual and multi-year projections
(by segment and/or consolidated)
What-if forecasting
Budget to actual reporting
Financial projection targeting
Break-even analysis

TRANSITIONS / TRAINING

Assist with the selection, hiring and training of a new Controller or CFO
Find department efficiencies and synergies
Train staff to complete new reporting
Work with auditors to correct issues
Process and control documentation
Closing schedule, quick close, standard entries, and accrual estimations

Our goal is to assist business owners and leaders to use their financial information to make educated decisions, grow their business, and increase profitability.

Meet the Team