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 Testimonials
• In connection with an acquisition of a service business, I became concerned about the capital structure. I called in Specialty CFO. They confirmed the appropriate capital structure by defining the working capital needs. Then they worked hand-in-hand with me to expedite the capital raise. The deal was over subscribed in two weeks!
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 Welcome to Specialty CFO

We are Specialty CFO - a group of experienced professionals who provide on-demand accounting, financial and management services to businesses like yours. We help companies operate a variable-cost financial management environment with focused products and services. These services range from accounting department participation to financial leadership and direction. By providing as-needed, high quality resources from Specialty CFO companies are able to reduce their administrative overhead and still have dependable, available talent serving their company. We have breadth to our skills and resources and are available to support your company cost effectively, without down time.

Specialty CFO's current client portfolio includes companies in manufacturing, construction, logistics, business services, real estate, oil and gas industries, and not-for-profit organizations.

If this concept is appealing to you, we would be delighted to tailor something that fits your needs.

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 Best Solutions
 
Financial Services
 

•  Determine capital requirements and structure
•  Capital sourcing and related negotiation
•  Risk Assessment and Management
•  Capital allocation framework
•  Treasury management
•  Senior lender relationship management
•  Manage tax compliance and planning
•  Benefit plan compliance management
•  Strategic plan development and execution

   
 
 
 
Accounting Services
 

•  Timely and accurate internal monthly financial statements
•  Periodic performance reports for management
•  Accounting department internal controls
•  Balance sheet account reconciliations
•  Income statement analysis and budget comparisons
•  Budgets and financial forecasts
•  Reporting obligations for financial institutions
•  Independent audit or review schedule preparation and planning
•  Assessment of accounting personnel skills
•  Training and advising of accounting department personnel
•  Review of accounting department procedures and activities