CFO Connect™ Project-based Financial Consulting delivers immediate, experienced financial management with the long-term goal of guiding existing staff toward improved management systems. Our offerings include the following:

Accounting Operations
• Cash management
• Hiring, training, and developing accounting staff
• Accounting software selection and implementation
• Financial reporting
• Corporate governance, internal controls, and procedures
• Budgeting
• Forecasting
• Financial analysis of product/line/business profitability

Risk Management
• Establishing programs with risk management professionals to establish adequate insurance coverage

Credit & Collections
• Reviewing and improving credit and collections functions

Audit & Tax Management
• Leading and managing external audit and tax preparation activities

Capital Formation & Structure
• Business plan preparation and presentation
• Managing the procurement of private equity, venture capital, and bank financing
• Coordinating the management team and external capital providers to establish appropriate valuations, term sheets, and
  equity structures
• Road show participation
• Spearheading the due diligence process
• Directing external legal and audit activities around private offerings

International
• Letters of credit
• Customs and duties
• Duty drawback
• Maquilladora operations
• International subsidiary formation
• Business relations in Asia and Europe

Information Technology
• Supervising the IT function and coordinating with outside providers to ensure adequate IT services
• Accounting software selection and implementation

Human Resources
• Overseeing the Human Resources function
• Compensation and benefits review
• Company policies and procedures

Investor and Bank Relations
• Managing all financial matters with banks and investors
• Domestic and international bank loan facilities

Acquisitions
• Conducting financial due diligence of potential acquisition targets

Board Advisory Services
• Assisting Board of Directors on financial matters