Whether a company needs to improve its accounting systems, develop a strategic business plan, negotiate vendor contracts, establish and strengthen its banking relationship, or open an international operation, Specialty CFO can step in and provide immediate and practical guidance.

Company leaders need a confidant, who can be completely trusted, but also has the skills to help move the company forward. Specialty CFO can provide all of these highly sought-after skills, but on a part-time basis. We also bring the "battle scars" that only a CFO who has faced diverse challenges can offer. Importantly, these advantages will come at a much smaller financial commitment than hiring a full-time employee.

Specialty CFO specializes in several service areas:

Financial Services

We counsel management and guide staff toward the solution of complex financial problems. Our services include:

• 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

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Accounting Services

We work at the senior level, counseling management and guiding existing staff toward the development of improved management systems. Areas of expertise include:

• 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

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Management Services

• Business analysis
• Evaluation of new business opportunities
• Forecasting and budgeting
• Scenario modeling
• Management information system development
• Special projects

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Methodology

In all new client relationships, we propose conducting an initial assessment of the client’s business and practices.

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Workshops

We offer workshops designed to meet the special needs of your business or that of your client or customer. Examples of workshop topics include:

• How to make your financial statements a tool to measure progress in achieving your strategic plan.
• How to identify your business' performance against goals through the use of a metrics dashboard.
• How to glean important information from your financial statements and use this information to manage your business.
• Tips on how to best use your balance sheet to manage critical business functions.

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Survey

To see whether you or your client or customer may be a candidate for our services, please complete this brief survey.

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