We are CFOinsights LLC
We are CFOinsights LLC
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Contact us if you are concerned about tariffs and your business!
Your fractional and interim strategic CFO partner at a fraction of the cost of a full-time CFO
Your fractional and interim strategic CFO partner at a fraction of the cost of a full-time CFO
Are you worried about the potential impact of new tariffs on your business? We can assist with financial analysis and planning around this to ensure your have the optimal business and financial strategy!
Fractional / Interim CFO Services:
Cash flow planning
Budgeting and forecasting
Financial analysis
Financial modeling
KPIs
Optimal resource allocation
Planning for growth
Prep for sale or investment
Pricing
Profitability
Scenario planning
What gets measured, gets managed.
What gets measured, gets managed.
— Peter Drucker
What We Do
We partner with you to look at your business and your numbers to provide you with actionable advice and a roadmap to your strategic goals of sustainability, growth, and profitability. We produce integrated financial models with cash flow forecasting, key-performance-indicators, scenario planning, and more. We use your scarce resources to get to where you want to go and utilize them most effectively. We streamline your accounting and financial processes to ensure that you have accurate and timely data, as well as protect your physical and fiscal assets.
How We Do It
We work with you on your terms - however much time you need from us, for however long, at a reasonable hourly rate. We deliver CFO level services and partner with Controllers, Accountants, and Bookkeepers to round out your accounting and finance teams as needed or work with and develop your internal team. We can be in your office or work remotely or a hybrid of both. We are versed in multiple accounting systems and add on applications that integrate with these systems.
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17 Years of Fractional & Interim CFO Experience
17 Years of Fractional & Interim CFO Experience
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For profit and nonprofit clients in a variety of industries
For profit and nonprofit clients in a variety of industries
E-commerce, professional services, manufacturing, construction, financial services, start ups.
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++ Get help with your pressing topics and relieve your stress
++ Get help with your pressing topics and relieve your stress
- We are concerned about the possible effect of tariffs on our business
- We want to sell the business
- We need to raise funds / get investors / get some debt financing
- We are profitable, but cash is tight and we need to plan better and figure out how to free up cash
- Our profit margin is low and we are thinking about raising prices
- We can’t predict our future cash flow to know when we can hire or invest in marketing or make owner withdrawals
- We have multiple clients / lines of business but have not been able to do a full analysis to truly understand which ones are profitable and why.
- We want to expand into a new line of business but need help creating a model / forecast to see what sales we need, what our marketing spend can be, etc.
In the News
In the News
https://controllerscouncil.org/the-part-time-cfo-career/
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