Services
CFO Services
"CFONow augmented our limited resources and played a key role in helping us implement our monthly accounting cycle and investor reporting materials." - Michael Fisher, CFO, Next Step Realty
We Provide the Following Services to Our Clients:
Start Ups and Rapidly Growing Companies:
- Financial Models - comprehensive, detailed, 5 year models to share with investors & lenders
- Fund Raising Materials - executive summaries and powerpoint presentations that convey the essence of your business
- Business Plans - detailed plans including concept, strategy, team, competition, financial forecast and supporting materials
- Accounting Systems & Procedures - implementation of systems designed to match the needs of your business
- HR-Payroll-Benefits Solutions - oversee selection and deployment of cutting edge vendor solutions
- Technology & Disaster Recovery - identify and implement a compatible solution for your business
- Real Estate Planning and Lease Negotiations - analysis of your business needs and guidance through the leasing process
- Guidance During the Fundraising Process - an experienced advisor during this critical period
Companies in Trouble:
- Turnaround & Workout Strategies - review current situation, identify issues, develop & implement realistic cost cutting and revenue opportunities
- Cash Management Tools - review current operations and prepare 13 week cash management tool
- Lender/Vendor Negotiations - take lead in dealing with creditors so management can focus on running the business
- Financial models - comprehensive, detailed, 5 year models to assist with recapitalization efforts
- Presentation materials for Lenders, Management & Board Members - develop clear communications for keeping constituents in the loop
- Sale or Merger Due Diligence - oversee the preparation and dissemination of information used by outside groups to make informed decisions
Established Firms:
- Accounting Systems & Procedures - review and revamp current systems to meet the changing needs of your business
- HR-Payroll-Benefits Solutions - oversee selection and deployment of cutting edge vendor solutions
- Technology & Disaster Recovery - identify and implement a compatible solution for your business
- Real Estate Planning & Lease Negotiations - analysis of your business needs, current commitments and potential cost saving measures
- Financial Models & Presentation Materials for Lenders - develop pitch book to share with multiple lenders to ensure most competitive borrowing terms