Core Areas of Practice, Specialization & Services

Do you have aggressive goals to grow your business?  Do you have the right financial team to help drive and support that growth?  Do you have the cash to close that strategic deal, execute and acquisition or expand into other markets?  

If you answered no or are not sure, then a fractional CFO could be the right next step for you and our business.  To achieve your goals you need a strong financial controller who also has a broad oversight of the day-to-day operations - a 'coach' that can help you prioritize, build accountability, and excellence within your organization.

Short- to Mid-Term Engagement Services:

Financial Reporting & Automation

Timely, accurate financial reporting is critical to giving you and clear understanding of the performance of your business.  With an assessment of existing reporting, tools and processes to execute, we look focus on; ensuring you have the right set of reports to run your operations;  reports that highlight key metrics that enable opportunities or issues, such as price increases or cost leakage; cost effective tools and the implementation of reporting solutions that are tied directly to your ERP system.  

Performance Management & Pricing

With a strategic lens, we help your product management and commercial teams optimize price.  Utilizing industry tested and proven techniques, we work with your teams to complete; strategy maps, pricing analysis, competitive positioning using value curves, and target customers and customer profitability maps.  Finally, we perform financial statement analysis - benchmarking, time series analysis, and common sizing the balance sheet.

Mergers & Acquisition Leadership & Integration

With extensive experience, we provide our clients with financial modelling for valuation. Our M&A experience also includes the creation of financial valuation presentations for equity investors, audit and review support during acquisition valuation phase, leveraged buy-outs, divestiture identification, planning and execution, and acquisition integration for finance and accounting.

Mid- to Long-Term Engagement Services:

Cash Flow Management & Forecasting

Running your day to day operation, paying employees and suppliers all takes cash.  We take a cash first approach, assessing your operational cash needs, sources and risks.

We then look at how to increase your cash and prioritizing actions for increasing cash inflow - from invoice to collections and financing.

Finance & Operations Process Improvement

Deep diving into your financial operations, we work with your finance team to develop and update monthly closing processes.  Focusing on delivering financial KPIs including; DSO, DIO, DPO, GRN, turnover, PO to price errors.  Depending on your business needs, this engagement often also includes a deep-dive into receivables and provides recommendations to automate including; cash application, automation of invoicing, and customer overdue notifications.

Financial Management

Clients look to us to provide an evaluation of accounting, internal control systems, and risk identification.  Outputs of this type of focused engagement includes the development and upgrading of corporate and financial policies, procedures, and proper documentation.  We provide our clients with oversight of corporate taxation matters including provisions and filing of tax returns.  Finally, we provide insurance and risk management; ensuring appropriate insurance coverage is maintained to mitigate business, commercial and casualty risks.

Systems Implementation

If an ERP system upgrade or new implementation is required, we have the experience implementing systems of various sizes and complexities, including; SAP, Syspro, Quickbooks and Sage products.  Depending on your needs, our services range from scoping and identifying the right system and implementation to testing, problem solving training of accounting and operations and post-implementation verification and issue resolution.