Say Bookkeeping - Expert CFO Services

CFO SERVICES

We provide CFO Services and financial management solutions across all industries to help sustain momentum and achieve profitable results for the future.​

Organize - Say Bookkeeping
Organize
Strategize - Say Bookkeeping
Strategize
Optimize - Say Bookkeeping
Optimize
Accounts Receivable - Say Bookkeeping

Accounting

• Establish Financial Controls or Ensure Controls are adequate.
• Restructure Accounting Department.
• Cost and Cash Management.
• Product and Service Costing.
• Multi-National and Multi-Currency Transactions.

Financial Reporting - Say Bookkeeping

Financial Reporting

• Reorganize Financial Reporting.
• Technical Accounting Research.
• Accounting Software Evaluation & Selection.
• Develop Reliable Management Reporting.
• Management of Independent Audit and Review Process

Management - Say Bookkeeping

Management

• Executive Mentorship.
• Staff Training.
• Human Resource Recommendations.
• Investor Relations.
• ERP & Automation.

Financial Planning & Analysis - CFO Services - Say Bookkeeping

Financial Planning & Analysis

• Analysis and Budgeting.
• Determine Keys to Successful Performance.
• Establish Current and Future Metrics.
• Revenue Generating Initiatives.
• Turnaround Management.
• Financial Projections and Modeling.
• Financial Oversight.
• Financial Controls.

Strategic Planning - CFO Services - Say Bookkeeping

Strategic Planning

• Strategy & Organization.
• Organization Restructuring.
• Assist with Capital Raising.
• Due Diligence.
• Tools for Rapid Growth.
• Mergers & Acquisitions.

Treasury - CFO Services - Say Bookkeeping

Treasury

• Review Banking Arrangements and Financing.
• Bank Compliance.
• Payroll.

ABOUT CFO SERVICES

Our team has partnered together to bring over 30 years of experience resolving financial issues and provide our clients with the highest quality professional services across all types of industries.

We work with executive teams to determine the accounting, finance, treasury, and management needs, set corporate objectives and implement strategies to sustain momentum and achieve profitable results for the future.

Our experience includes Big Four public accounting, Fortune 300 companies, publicly traded corporations, and successful turnaround financial management for small and medium-size companies.

Say Bookkeeping - Expert CFO Services
We can help you by bringing
  • C-Level executive experience to help reorganize, restructure, or augment your current operations.
  • Experienced CFO expertise to ensure sound financial management.
  • Big 4 Public Accounting experience to ensure financial systems and controls are in place.
  • Fortune 300 and Forbes Global 2000 Companies experience to ensure that you are employing best practices.
  • Financially successful turnaround experience.
  • Knowledge to drive your business to profitability and play a key role in capital and debt raising to further growth.
  • IPO and M&A due diligence.
  • Experience Managing M&A from Identifying Targets to Closing Deals
  • Experience in aviation, engineering, financial services, hospitality, manufacturing, medical devices, mining,non-profit, oil & gas, and real estate industries.
  • US GAAP research and SEC reporting experience.
  • Harvard MBA and professional CPA license.
FREE CONSULTATION
We’ll help you identify opportunities to help sustain momentum
and achieve profitable results for the future.