CFO Partners provides seasoned talent on a project or interim basis, or by way of an ongoing fractional model.


Fractional Basis:  CFO Partners understands that many early-stage companies need expert financial talent, but do not need it on a full time basis.  Therefore, we offer executives on a fractional basis as a shared resource.  Even as a fractional resource, we intend to be a key member of your team.  Our goal is to know your business and industry fully, so that you think of us as your dedicated finance function.  We accomplish this by first asking and understanding, rather than prescribing a "one size fits all" solution .


Project Basis:   CFO Partners provides bandwidth extension to your overburdened executive team.  We do this with a view to understanding your sense of urgency.  Our team of seasoned talent can add immediate value and help you with strategic initiatives such as an exit, funding event, going public, going private, acquisition, or divestiture.  We can assist with system evaluation, setup and conversion, due diligence, restructuring, merger integration, model development, SEC filings, financial clean-up and restatements, Sarbanes Oxley process compliance, contract negotiations, audit preparation, or other project-related assignments.


Interim Basis:  For those clients experiencing transition or expansion, CFO Partners offers long-term assistance for controllers and other financial professionals.  Growth companies cannot afford to skip a beat when losing a key team member, or lose momentum on a long-term project due to insufficient resources.  CFO Partners provides interim help to keep things moving.


Our CFOs and Controllers can assist with:


- Financial Review Services

- GL bookkeeping

- Financial Statement Preparation

- Board and Management Reporting

- Metric and KPI Creation and Monitoring

- Budgeting and Forecasting

- Cash Flow Projections

- Profitability Analysis

- Operations Process Improvement

- Strategy Development

- Credit and Collections

- Internal Controls

- Cost Control

- Sarbanes Oxley Compliance

- System Selection and Implementation

- Procedures and Policies

- Capital Raising

- Business Model Evaluation

- International Operations

- Business and Financial Plans

- Investor Reporting and Packages

- Legal Relationships

- Financial Due Diligence

- Audit Support and Preparation

- SEC Filing Assistance

- Financial Modeling

- Shareholder Communications

- Divestiture Planning

- Banking Relationships

- Line of Credit Negotiations

- Deal Evaluation

- Business Model Evaluation

- Funding Structure

- Legal Entity Structure

- Post Transaction Integration

- Risk Management and Compliance