Fractional CFO and FP&A Services
Monthly financial reports preparation and analysis of company performance
Preparation of the income statement, balance sheet and statement of cash flow along with the financial ratios and comparative analysis with historical results, the budget and industry KPIs. Analysis can include comprehensive data analytics to extract gross margin and contribution margin analysis by product, by client, by business unit, by geographic location relevant to the company’s operation.
Download a free sample
Monthly or Quarterly CFO Deck Preparation
A CFO (Chief Financial Officer) Deck is a presentation or set of slides that a CFO uses to present and communicate financial information and strategies to stakeholders, such as investors, board members, and senior management. The deck typically includes financial data, such as revenues, expenses, company margins, and financial projections, as well as information on the company's financial performance, risks, and opportunities. The goal of the CFO deck is to provide a clear and concise overview of the company's financial position and plans for the future.
Download a free sample
Quarterly or Annual performance report preparation
Download a free sample
​
Preparation of 3- year Business plan
Download a free sample
Annual budget preparation
Download a free sample
Cash Flow Services
Download a free sample
Specific tasks requested by the client
Tasks may include: Financial turnaround, Company internal valuation, Mergers and Acquisitions, Product costing and customer profitability, bank loan documents preparation, growth strategy formulation, risk management, crisis management, succession planning, etc.