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

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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