Sample Engagements: Task Management

We offer financial management services for companies of many sizes in a variety of industries.  Sometimes clients hire us to relieve them of an ongoing or short-term task, as is the case with these sample financial management engagements:

Client problem: Client sought to raise capital to fuel expansion, requiring more of CFO’s time and attention.

CFO & Co. to the rescue: We took over the review of closing workpapers & consolidation of financials, thereby freeing company’s CFO to raise the capital.

Results: CFO now has time to tackle new capital raising initiative without need to hire a full-time controller.

Which of CFO&Co.'s Services do You Need Today?

Client problem: Their accounting department had a full workload and lacked the time to perform receivable collections and chargeback analysis timely.

CFO & Co. to the rescue:  Monthly, our receivables expert performed collection calls and analyzed chargebacks, documented the results of those calls and analyses and reported such to responsible parties

Results: Our client’s working capital improved dramatically, allowing it to reduce its debt, which increased profits.

Why Engaging CFO & Co. is So Good for You

Client problem: Client needed to file an S-1 form with the SEC but lacked the expertise in house.

CFO & Co. to the rescue: Together with the client’s staff, CFO & Co. compiled the information and filed the form on time.

Results: Company successfully executed its IPO.

What finance/accounting task would you like to outsource?


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