CFO Services

Full-service CFO at a fractional cost.
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Need expertise beyond accounting?
Build your financial strategy with confidence with an industry expert CFO.

Typical services you can expect by engaging our CFO services:
Financial Planning and Analysis:
Develop and manage financial plans, budgets, and forecasts
Analyze financial data to provide insights and support strategic decision-making
Evaluate investment opportunities and assess risks
Treasury and Cash Management:
Manage cash flow to ensure adequate liquidity for operations
Optimize working capital and financing strategies
Monitor banking relationships and investment activities
Capital Management:
Assess capital needs and structure financing arrangements
Manage capital allocation decisions
Evaluate and execute mergers, acquisitions, and divestitures
Risk Management:
Identify and mitigate financial risks, including market, credit, and operational risks
Establish and monitor internal controls to safeguard assets and ensure compliance
Develop and implement risk management policies and procedures
Strategic Planning and Business Support:
Collaborate with the executive team to develop and execute strategic initiatives
Provide financial analysis and guidance for business expansion or restructuring
Support business development efforts and assess potential partnerships or alliances
Investor Relations:
Communicate financial performance and strategy to investors and analysts
Manage relationships with shareholders and other stakeholders
Coordinate investor meetings, roadshows, and conferences
Leadership and Team Management:
Lead the finance team, providing direction, mentorship, and development opportunities
Foster a culture of accountability, transparency, and continuous improvement
Represent the finance function in senior management discussions and board meetings
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(510) 205-9457
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CFO Plans Inc. services are limited to Operational Accounting, CFO services, and Tax Filing Coordinations only.
CFO Plans Inc. does not provide services that require a license to practice public accountancy.