Services

Whether a company needs to improve its accounting systems, develop a strategic business plan, negotiate vendor contracts, establish and strengthen its banking relationship, or open an international operation, The CFO Connection can step in and provide immediate and practical guidance.

Company leaders need a confidant, who can be completely trusted, but also has the skills to help move the company forward. The CFO Connection can provide all of these highly sought-after skills, but on a part-time basis. We also bring the "battle scars" that only a CFO who has faced diverse challenges can offer. Importantly, these advantages will come at a much smaller financial commitment than hiring a full-time employee.

The CFO Connection specializes in two service areas:

Management Services

We work at the senior level, counseling management and guiding existing staff toward the development of improved management systems. Areas of expertise include:

Strategic Planning
Evaluation New Business Opportunities
Special Projects
Information Systems
Incentive Compensation Plans
Business Process Reviews

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Financial Services

We counsel management and guide staff toward the solution of complex financial problems. Our services include:

Financial Modeling
Measurement programs
Expense Reduction Programs
Training
Mergers, Acquisitions and Divestitures
Funds Acquisition
Risk Management Programs

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Workshops

We offer workshops tailored for your exact requirements. Examples of material covered includes:

Learn the power of "outside-in" thinking. See how your financial statement can measure the progress you're making against your strategic plan.
How to design an income statement that supports the strategic plan and not be "sucked into" the detail before you have the big picture.
How to prepare financial statements that get funding
How to read and manage your Balance Sheet.

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