Call (408) 260-2578 / (510)857-5712

Outsourced CFO Service

Dollar bills background
We will be your Outsourced Finance Department- We will facilitate and optimize the performance review process to focus on what is most important. Our experience with a diverse group of clients gives us a unique and insightful perspective that an exclusively in-house team would not have.

1) Operating Budget/Forecast - Organizations construct their budget at the beginning of the year and perform on going performance review. Rolling cash forecast process.

2) Strategic Planning - Help leadership get a better understanding of long term risks and opportunities,yielding better strategic decisions and contingency plans.

3) External Estimate -When organizations need to demonstrate their estimated financial future to:
Lenders/Investors/Business Partners/Board of Directors

4) Decision Analysis - Many organizations make large investments,acquisitions,or bid on large contracts.These decisions need to be evaluated in an organized and effective way.
View all services