CFO Financial Solutions, LLC

CFO Financial Solutions was founded with a mission to deliver expert services that drive significant financial improvements, cost reductions, and efficiencies for construction and service businesses. Led by Teresa Whittaker, CCIFP, with over 30 years of experience, we specialize in establishing robust internal controls, optimizing financial systems, and implementing strategic financial planning to enhance profitability and growth. We leverage deep expertise in financial management, system implementations, and process automation to provide strategic consulting solutions that empower our clients. Services include: • Financial planning & forecasting • Revenue forecasting, expense budgeting & cash management • Professional financial statement reports • KPI dashboard, including prior period comparison for strategic planning • WIP management, including backlog and forecasts • External/Internal audit support, including suggestions for efficiency • Financial systems support/implementation, including automation tools