REACH OUT

Do you have questions? Would you like more information? We're eager to hear from you:

© 2018 by CFO Connect. Proudly created by ariel.ink

  • LinkedIn Social Icon
  • Twitter Social Icon

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