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Fractional CFO Services

Business Meeting

1

Support

The services vary from bookkeeping to leading & managing the entire FINANCE & ACCOUNTING department (interim engagement) and/or its functional areas such as AP, AR, EOM process, Banking & Cash, AR Collections, multi-currency/divisional consolidated Financial Statements, FP&A activities, Payroll, Sales Tax Prep + Filing, Audits & Reconciliations.

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Monthly Rates: From $1,000 to $9,500, based on the 6 business revenue tiers from $0 to $100M in revenues, please contact me.

Hourly Rates: From $85 to $115

2

Repair

Repair can be scoped for the entire ACCOUNTING & FINANCE function or for a specific departmental acitvity such as AP, AR, General Ledger (GL), Banking, Credit, FP&A, Audit & Tax, Reporting & Consolidation, Management Control, Inventory Management, Payroll, CapEx and Debt.

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Monthly Rates: Based on scope & the 6 business revenue tiers from $0 to $100M in revenues,

please contact me.

Hourly Rates: From $125 and up

3

Scalability

This is about developing a strategy for the FINANCE & ACCOUNTING function that is directly connected with the organization's forecasted growth trajectory. This service delivers:

1) a finance personnel hiring plan,

2) an IT/IS financial system overview with an implementation/rollout roadmap,

3) the blueprinting of the cross functional workflows, with controls and policies integration and its planned execution. In addition, this service builds financial models addressing cash consumptions and access to cash to fuel growth (Investment rounds, financing, Free Cash Flow aka FCF).

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Monthly Rates: Based on scope & the 6 revenue tiers from $0 to $100M in revenues,

please contact me.

Hourly Rates: From $150 and up

fractional COO

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