Introduction To Our Services

Lucrum [loo-krŭm] noun. monetary reward, financial gain, profit. Origin: Latin

Why Do You Gain With A Part-Time CFO?

Ability to focus 100% of your efforts on current business, new opportunities, or increased family time.

Improved cash flow, assistance with staffing needs, and reduced costs such as interest, tax preparation, insurance, general & administrative, etc.

Accurate risk assessments, analysis of growth opportunities, and advice on areas for efficiency improvements.

Custom reports with key performance indicators resulting in improved management comprehension of performance.

A dedicated financial executive without the full time salary or benefits.

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Initial meeting to gain perspective on business needs, concerns, issues, and goals.

Provide brief outline of time frame for review of operations and discussions with key personnel.

Streamlined investigation of primary areas including overview discussions with personnel.

Proposal to client, including scope and estimated timeline to complete, with anticipated results or objectives.

Agreement incorporating revisions to scope and milestones to determine progress.

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Time Line

Initial Meeting (1 hour) Outline (2-3 days) Investigation (1 day) Proposal (2-3 days) Agreement

Insure Internal/External Financial Reporting

Integrity

Review Processes For Efficiency & Profit

Improvement

Provide Expert Leadership With Financial/Business

Partners

• Confirm accuracy of financial records.• Recommend financial reporting enhancements and potential fraud weaknesses.• Increase comprehension of financial statements and tools.• Create custom reports providing snapshots of performance or key performance indicators

• Eliminate silent cash drains in G & A expenses.• Identify or maximize profit or process improvement opportunities.• Evaluate business growth prospects or areas for reduction.• Create or assist with budgeting process.• Perform break-even analysis, expansion projections, and pro-formas.

• Manage banking relationships to improve services and/or reduce costs.• Handle lender negotiations, evaluate/refinance existing debt, maximize leverage.• Optimize insurance coverage with respect to cost.• Negotiate with tax officials.• Manage payable/receivable issues to business advantage.

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Tier 1 Tier 2 Tier 3