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CFO Consulting Engagements

Start-up advisory

  • On-site presence
  • Assessment, documentation, and implementation of internal control processes and procedures
  • Identify key firm and fund reporting deliverables
  • Staffing plan and accounting structure recommendations
  • Vendor and service provider recommendations
  • Regulatory compliance support

Executive level report planning

  • Identify firm-wide KPIs
  • Corporate budget and rolling-forecast model design
  • Development of key reporting templates for management

Operational and financial reporting support

  • Implementation of firm-wide operations
  • Execution on executive level reporting cycle
  • Modeling services
    • Firm economics
    • Financial forecasts and projections
    • Gross and net IRR projections

Special projects