CFO & Controller

No matter the stage of growth your company is at, our experienced team of financial experts will guide you and your team through these challenges.

PRE-REVENUE:

Convertible Note, Series Seed

Ensure your financial records are accurate and up-to-date with best practices as well as forecast with confidence.

Forecasting and scenario building to help manage short and long-term cash requirements.

  • Design accounting and information flows
  • Devise financial model with key drivers for operating and financial metrics for up to 5 years
  • Determine with precision, the timing and amount of financing required and optimize cash flow with a focus on burn rate management
  • Insure risk and process controls for rapid growth
  • Build credibility with the Board and investors

“Bridging the GAAP” with daily financial management – from payables, receivables and payroll to month end reporting.

  • Implement or clean-up accounting records
  • Integrate and automate bank and credit card accounts with existing accounting software
  • Implement standard dataroom
  • Create monthly close and electronic checklists
  • Develop and manage short-term cash flow projections and requirements

SCALE:

Series A-C Funded

Financial transformation to grow and scale business.

Fortune 500 expertise, tailored to your company’s specific needs.

  • Guiding a young company through a liquidity search – debt or equity
  • Rightsizing and burn rate management by turning negative burn rate to positive cash flow
  • Lead ERP implementation including vendor negotiation for optimal pricing and system design
  • Liaise with attorneys, auditors, bankers and investors
  • Coaching and mentoring of management and financial team during a time of rapid growth

Interim support or oversight as and when you need it.

  • Manage daily, weekly, monthly financial management including receivables, payables and payroll processing
  • Prepare month end close
  • Monitor and prepare weekly cash flow reporting
  • Audit | Due Diligence preparation
  • Multi-company, multi-currency cloud accounting platform assessment, recommendation and implementation coordination

EXIT:

IPO, M&A, Restructuring

DecisionCFO works with your team to get the best result.

Value-added guidance to help obtain the best result for your transaction.

  • Ensure financial integrity and accountability
  • Post-merger integration/carve-out transaction support
  • Facilitate migration of accounting platforms
  • Provide oversight for the transaction closing process including managing 3rd party professionals
  • Provide advice on and help implement financial restructuring / re-engineering

Prepare for the transaction – From auditing to due diligence.

  • Due diligence preparation
  • Short-term cash forecasting
  • Provide accounting and financial transactional support to existing financial staff
  • Liaise with acquirer during transition period
  • Assist acquiree to close out financial records