Fractional CFO

Review the story behind your business' numbers
Prior period performance and trends over time
Customized key performance indicator development
Discuss financial goals and action items needed to attain them
Focused on generating insights from financial information for actionable advice to grow your business

Serve as your unbiased guide and advocate in your interactions with your advisors including: investment manager, lawyer, insurance agent, banker, etc.
Act as the glue to ensure your advisors are acting in unison to help you reach your goal
Add strategic financial expertise as we join your conversations and meetings with your advisors