The Financial Management Company

Our Role and Responsibilities
Benefits of Outsourcing
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Our Role and Responsibilities

An interim or part-time CFO works as a member of your company's top management team and can assume responsibility for some or all of the following areas:

  • Financial management & reporting
    • Accounting and human resource staff management
    • Budgeting and variance analysis
    • Financial reporting
    • Cost management
    • Financial systems integration
  • Planning
    • Strategic and business planning
    • Financial projections
    • Product costing and pricing
    • Valuation and due diligence for mergers and acquisitions
  • Financing
    • Capital needs projections
    • Debt and equity financing negotiations
    • 504 stock offering filing & IPO preparation
  • Outside financial relations
    • Maintaining relations with shareholders, commercial and investment bankers, auditors and venture capitalists
    • Compliance with statutory and regulatory reporting requirements
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