CFO services

CFO (Chief Financial Officer) services are designed to help your business unlock its growth potential faster by: improving the quality of financial transactions, aligning the reporting system with business goals, reducing costs, forecasting results, and setting and achieving strategic goals.

Do you have these questions?

• Periodically, there is a need for advice or consultation from a financial mentor.
• There is no understanding of how much profit the business actually generates, what part of the profit to reinvest in business development and what part to distribute as dividends
• Flexibility and speed of response to changes in the business environment are required
• Risk management approaches
• Absent or poorly configured budgeting and forecasting process
• Timeliness of receiving operational financial information
• Weak control over costs and understanding of their justification
• Search for investors, preparation for M&A, negotiations
• Hidden ways to increase profitability, pricing approaches
• The validity of management decisions
• Interpretation of financial indicators

How can we help?

Our team, with extensive experience working with representatives of various industries - from startups to international companies, will become your financial mentor and help with the following issues:

• Financial reporting: Get a clear picture of your business operations and opportunities to increase profitability by optimizing costs and reviewing pricing.
• Cash flow management: Building an effective system for tracking the sources and use of finances in your business.
• Budgeting and cost control: Implementing monthly or quarterly budgeting processes to optimize cash flow.
• Performance tracking: Get key performance insights.
• Financial management and strategic planning: Business development through strategic planning, investment attraction and M&A.
• Organizational leadership: Consolidation of internal functions, from HR to corporate governance, under the leadership of one experienced manager.
• Risk mitigation and internal control: Developing an internal control system that mitigates risks, including segregation of duties, asset protection, and policies related to information processing.
• Profit maximization and dividends: Establishing processes for planning and timely payment of profits and dividends. Developing a strategy for maximizing profits.

What do you get from working with us?

Operational involvement

• Payment calendar control
• Cost control
• Analysis of the monthly profit and loss statement
• Analysis of the monthly cash flow report
• Tax reporting compliance
• Compliance with reporting requirements in terms of regulated reporting

Advisory involvement

• Discussing financial indicators / KPIs and business recommendations with the owner/CEO
• Preparing and explaining tasks for the finance team to optimize the financial system
• Providing recommendations depending on the situation (Ad hoc)
• Researching potential risks and growth opportunities
• Structuring and developing the finance team

Interaction format

1. Conducting a "mini audit" of the current financial system.

2. Determining priority areas depending on the needs of the owner/CEO and the business. Preparing a roadmap for the first 3 months.

3. Conducting meetings with the owner/CEO to discuss financial indicators and the finance team to define tasks and monitor their implementation.

After setting up the primary financial infrastructure, develop and implement a concept for the development of the financial system. The goal is that the financial system should correspond to the level of business development.

Why use our CFO services?