The CFO Group

The CFO Group provides on-going or project-based services to entrepreneurial and growth-oriented companies. We serve as our clients' finance and operational accounting leadership, and may also assist during peak periods. Our professionals understand how a CFO's responsibilities can vary across each organization, and thus no two engagements are structured the same. The CFO Group's personnel become part of your team, providing specifically tailored services and guidance to help your organization meet its goals. Example Service Offerings: Operations » Accounting / Finance / Admin Leadership » Budget - Create / Track » Generate & Interpret Financials » Accounting Procedure Review » Cash Projections / Management » Performance Metrics » Liaison with Auditors, Attorneys, Investors » Insurance Management » Analysis –– Operations / Profitability –– Cost Benefit » Tax Advice / Implications » Contract Negotiation Assistance Strategic » Strategy Review » Business Plan Development » Board Meeting Prep / Assist » Financial Modeling » IPO Preparation Raising Money » Preparing for Investors –– Updating Books & Records –– Historic and Projected Statements and Metrics –– Presentation Decks » Financial Institutions Liaison » Working Capital Reviews » Update Stockholder Records Systems » Process & Workflow Review » Internal Control Review » Software Cost / Benefit Analysis » Software Review, Selection & Implementation » Profit/Cost Center Implementation Human Resources » Benefit Plan Review / Selection –– Employee Manuals –– Health Insurance –– 401K set-up, etc. » Design/Implement Management Incentive / Bonus Plans » Stock-option Plans –– Design, Implement, Maintain » Drafting Policies & Procedures » Recruiting / Interview Assistance M&A » Evaluate Potential Acquisitions or Offers » Negotiation Assistance » Due Diligence » Maintain Data Rooms » Liaise with Counsel » Assist in Company Sale/Divestiture » Post-Acquisition Integration Assistance