Our Experience
Having worked for over 22 years in commercial banking, I analyzed and consulted with large and small businesses in many different industries. Each of these customers had a different way of structuring and operating their business. Through the risk management process, I was able to assist these business owners with identifying efficiencies and modifying processes to maximize growth and profitability. With formal credit and financial statement analysis training and CMA Certification, we are ready to assist you.
Why A Virtual CFO
Many companies are either still growing into the need for a full-time CFO, or are looking to downsize the role within the organization. Outsourcing the role not only saves valuable resources, but an outside firm can also provide a broad perspective of the business outlook.
Why Us?
Strong financial oversight of your business shouldn't be contingent on employing a large finance department. The financial versatility that we bring to the conference table is what defines us most. We can help you determine your true level of profitability and sustainability of trends, and the best route to continued success. Are you considering expansion in the future? We can help you analyze the potential ways of structuring and funding the process.