CFO Services

 

The firm was founded with the belief that many small companies need the expertise of seasoned financial executives that are often unable to afford to “buy” that expertise on a full-time basis. In addition, there are many small and highly profitable companies who can afford a full-time chief financial officer but don’t really need one on a day-to-day basis. This remains the core business of the firm. To address these needs, the firm provides executives with extensive financial expertise and experience on an as-needed basis, calibrating engagements to client needs and available resources. These services are primarily in the form of part-time or interim chief financial officer.

 

The primary difference between a “controller” and a “chief financial officer” (CFO) is that the CFO has an experience level that allows the professional to couple a strong financial background with a strategic vision to participate in the development of a client’s overall business strategy and then articulate that strategy in the form of financial reporting and analysis. Clients who typically need these services are those who are attempting to raise capital resources or those who are seeking strategic transactions, such as a joint venture alliance or a sale. In these cases, a professional with “CFO-level” credentials can provide the experience and perspective needed to shepherd the client through a critical transition period.

 

Traditionally, the firm has provided CFO support to its clients by serving as a client company’s Chief Financial Officer on a part-time or interim basis, providing services such as:

  • Cash flow planning
  • Strategic Planning/Business Planning/Budgeting
  • Assistance with bank financing
  • Reviewing financial reporting processes and effectiveness
  • Reviewing internal control processes for effectiveness

Note: The controller services are no longer encompassed by the CFO role

 

Core Services

Our Partners primary focus is on measurable results. When your organization requires expert, functional disciplines, time is of the essence. Nperspective’s hands-on approach addresses strategic, financial, technology, and leadership issues. We focus on improving financial performance via a variety of services including:

  • Business & strategic planning
  • Cash flow management
  • Operational & profitability analysis
  • Financial reporting & analysis
  • SEC filings
  • Key performance indicators
  • Merger & Acquisition analysis & due diligence
  • Process Improvement
  • Capital Projects business case preparation
  • Competitor and industry research and analysis
  • Growth financing assistance
  • Software implementation assistance
  • Staff assessment, mentoring, hiring & training

 

 

 

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