CFO Consulting Services
C-Suite Level Leadership
on Demand.
Expertise. Knowledge. And the Passion to Look After Your Business Like It’s Our Own.
Managing and guiding an organization’s financial strategy takes discipline and vision – the ability to delicately balance defining tomorrow’s goals, while managing today’s issues. Maner Costerisan CFO advisory services can fulfill the role of your CFO with a custom-tailored plan based on your business needs and long-term strategy.
We become an extension of your leadership team, offering expert insight to ensure decisions made at the highest levels are made with the financials in mind.
Through CFO consulting, our team brings years of diversified CFO-level expertise to your organization. There’s no area of your future we can’t help steer in the right direction.
Preparing for Your CFO Consulting Discussion
Whether you’re looking for tactical support with budgeting, analysis, financial statement reviews or seeking to hire a fractional CFO for more strategic consultation, our experts are ready to jump in and help you move forward.
We’ll start by working with you to outline your growth goals and together with you, assess your current financial models and develop a plan to help you achieve your objectives.
Depending on your needs and where you want help, the following areas will typically be reviewed.
- Financial goals and KPIs
- Capital growth efforts
- Due diligence and risk controls
- Cash flow models
- Credit situation
- Tax compliance
- Investors and partners relationships
- Financial systems
- Adherence with regulatory and compliance measures
Understanding the Differences Between CFO Advisory, Fractional CFO, and Part-Time CFO Services
As the CFO, you are the heart of the company’s well-being. We serve as your steward helping you navigate the various financial, regulatory, and competitive complexities. There are several ways to get the additional CFO help you need in today’s environment.
Serving in an Advisory role, we provide you with the utmost flexibility in determining where you need help, how you access our expertise, and in paying for the services you need.
CFO Advisory involves providing the company with strategic insight and guidance. These CFO consultants are typically hired for specific projects or types of expertise. They offer advice and help design strategies to meet specific objectives.
The Fractional CFO works in a full-time capacity, often has the same expertise as an in-house CFO, and can do all the same activities as an in-house CFO. The Fractional CFO can work with one or many companies. They are often working with the executive team and take on leadership responsibilities.
A part-time CFO can perform many of the same activities as an in-house CFO, but has chosen to work fewer hours either as an employee or independent contractor.
CFO Consulting Services
Strategic Planning
We can develop clear, practical and actionable steps to help your business achieve its long-term goals.
Budget & Cash Flow Projections
Our experts forecast income and expenses and develop and analyze budgets and projections, to ensure your strategy is financially viable today and for years to come.
Reporting & KPIs
Transform your decision-making with KPIs that accurately pinpoint opportunity and tell a more complete story of your business.
Financial Statement Development
To better forecast and plan for the future, we can summarize statements and develop KPIs for better decision making.
Grant Reporting
To support the entire process, we create a detailed report that provides the necessary financial data and strong narrative to your funder.
Business Accounting Software
Leveraging cloud-based technology, we can help you create a seamless system that simplifies complex processes and improves overall efficiency.
Consulting
Whether you’re considering launching a new product, service line or program, our team of experts can provide you with feasibility options and guidance to ensure you’re set up for success.
