Why Us?

Generally, for companies in the early stage of development, an out-sourced CFO provides the most logical answer to its needs as he or she addresses the typical questions that owners and senior management have with respect to the financial health of the business. Among others, such questions include the following:

-       Why is it that while company’s revenues are growing the profits remain flat?

-       What factors are driving the company’s profits?

-       At what level of revenues is the company breaking-even?

-       What is the marginal contribution of the product lines?

-       Is the internally generated cash flow enough to fund current operations?

-       How does the company determine the adequacy and/or competitiveness of its pricing strategy?

-       What metrics are best suited for the company’s operations and how does the company establish accountability across its departments?

-       Does the company really need a business or strategic plan?

-       In which area should the company invest to accelerate growth?

-       How do we determine the value of the business?

-       Does the company need to develop budgets?

-       How should the company go about creating its budgets?

-       How does the company track and evaluate the deviations from the budgets?

-       How often do the strategic plans need to be updated?

-       Is the company ready to conduct due diligence for a major transaction (i.e. merger, acquisition, sale or divestiture)?

-       Is the company compliant with all applicable laws and regulations?

-       Are the current levels of insurance adequate to protect the commercial viability of the company?

 Nowadays, companies expect their finance departments to be versatile and do far more than tracking and reporting results, closing the books every month/quarter/year, or implementing general guidelines and restrictions to spending. Actually, in today’s economic and finance climates, executives are expected to perform complex planning and financial engineering that involves heavy use data from a variety of sources, including the indicators provided by the emerging social media, as well as to make of difficult decisions that reach across the different layers of the organization to model the business for growth, align new initiatives with monetization, develop potential responses to likely scenarios, and deploy resources and investments where they would be most effective at generating new revenue.

 What distinguishes us from the rest?

 ·        Over 20 years working with small/mid-sized business owners in technology and service sectors

·         Personalized, professional and friendly attention

·         Broad general business knowledge

·         Many years of experience in:

  • contracts negotiation,

  • business metrics,

  • internal controls development,

  • policy development

  • Human Resources organization,

  • team building,

  • strategy development,

  • due diligence,

  • business reorganizations,

  • cost monitoring and containment,

·         Strong liaisons with professionals in many areas to help companies find experts in various  fields

·         Affordable rates

·         Services tailored to meet client’s needs and budgets

·         Proven ability to identify problem areas and implement strategies and structure to benefit them in the short and long-term

·         Provide a structure for financial accountability