Outsourced Controller and CFO Services*
Having access to the financial expertise of a CFO can go a long way to help your business grow and prosper. Your business may not have the resources to hire a full-time CFO, but you don’t need to. We provide CFO and business management services designed to help small, midsized and large businesses become more profitable.
Beyond general accounting and bookkeeping functions, a CFO can help your business get to the next level through careful planning and pointed financial guidance. We offer everything from budgeting and forecasting to exit strategies. We'll also deliver timely, comprehensive, financial data presented in a way you can easily understand and use to manage your business more efficiently. Our processes include establishing a rhythm for meetings, goal setting, reporting, assessing and guiding through analytical review, and more.
We offer a free initial consultation to get to know prospective clients. Reach out to us at info@jmdfinpartners.com to set up an appointment so we can learn more about your business goals and discuss how we can help you achieve them.
Our CFO and Business Management services include:
- CEO support and business partner
- Budget
- P&L Budget
- Balance Sheet Forecast
- Cash Flow Forecast
- Short Term Cash Flow Projections
- Long Term Cash Flow Projections
- Analyzing Customer Acquisition Costs and Lifetime Value
- Equity Raise Support
- Exit strategies
- Mergers and acquisitions
- Bank Financing Support
- Profitability Analysis by Service or Product Line
- Business Dashboard
- Design Key Performance Indicators
- Trend Analysis
- Capital Structure Optimization
- Analyzing Cost of Growth
- Key Value Gap of Critical Business Drivers - Analysis
- Job Costing and Departmental Costing
- Review Historical Books for Overall Accuracy
- Maximize Profitability
- Implement Workflow Systems
- Controller - Track Budget Vs Actuals
*CFO services limited to clients with a revenue of $1m to $15 M, VC funded, seeking VC funding or Investment capital