Fractional CFO

A fractional CFO should not be considered a cost; it should be considered an investment.

Rate

Business Advisory Call
($175 per hour)

Retainer

2 Fixed Price Options

Capacity

Flexible

Purpose

A fractional CFO is part-time financial manager that assist business owners, presidents, and those in the C-suite space with critical financial matters that impact a company’s bottom line. The core services that Verlin provides are bulleted below:
Banking – develop banking relationships, secure funds from traditional banks for expansion and growth.
Budgeting – assisting businesses with creating annual planned budget, monitoring those budgets and reporting on variances monthly.
Cash flow forecasting – conduct forecasting to determine how future purchases or other expenditures will impact a business’s cash position.
KPI tracking – create key performance indicators (KPI) and advise owners on how these metrics drive profitability and highlight strengths and problem areas within a business enterprise.
Risk management – identify potential risks, secure coverages to transfer risk and engage with insurance agents. Examine current declaration pages to identify gaps in coverage or opportunities to drive down insurance expense.
Vendor management – cultivate relationships, negotiate better pay terms, help solicit for specific services.

Target

These services are ideal for businesses who are in growth mode and have increased transactional business from customers and patients. Construction, physicians, law firms, retail, restaurants and service-oriented businesses are all target customers.