
CFO SERVICES
Planning and negotiations are players in success.
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Help develop a strategic plan and identify the tactics to fulfill it.
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Assist in the preparation a budget related to your plan.
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Report on how your plan is doing fiscally, using changes and key benchmark numbers to determine success. ​
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Assess HR Essentials: personnel policies, 401-K plans, FSA and HSA choice, competitive bidding for health insurances, outsourcing payroll vs. assisted payroll.
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Participate in negotiations--understanding leverage and other bargaining tactics.
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Aid in facility acquisition, financing, and management.
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Help you define your brand and connect it to your mission and vision.
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Establish a social-media presence.
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Communicate with your audience--electronically and with traditional methods. ​
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Explore website basics: do-it-yourself with Wix, WordPress, or hire a professional? What to expect from a professional.
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Review your investment oversight: What is your investment philosophy? Is your market exposure right for you? ​Choosing the right investment advisors.
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Provide risk-management guidance.
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Help maintain and develop banking relations.
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