We partner with our clients to accommodate their needs. The scope of service will differ based on each client’s requirements.

Possible ways we help clients include:

    • Provide financial modeling

    • Implement forward-looking reporting

    • Inform capital decisions

    • Draft bank proposals/lending requests 

    • Model owner compensation

    • Prepare financial statements

    • Deliver account reconciliations

    • Develop effective internal reporting

    • Provide oversight of bookkeeping

    • Compile Board reports

    • Attend Board meetings

    • Make internal control recommendations

    • Provide external audit support

    • Interface with tax experts

    • Be trusted Confidant to CEO

    • Lend financial perspective to decision making

    • Assist with strategic planning

    • Get books in order

    • Provide financial projections

    • Oversee due diligence

    • Evaluate proposal terms 

How We Work

Although we have a few key requirements, CFO Experience is flexible and works to accommodate client needs.  We are happy to work onsite or remotely.

Scope of Work

Clients determine the scope of work, we provide recommendations.

Our services are typically billed on a monthly retainer. It is through regular involvement that we provide the most value for our clients.

We also accept project work.

Billing

  • At least 20 hours per month

  • Can be for a short-term project or ongoing work

Required Term of Service