Our Services
Whether you need ongoing financial leadership, help with a specific project, or expert guidance through a critical transition – Helpful CFO has you covered. We offer flexible engagements tailored to your business and your budget.
1. Strategic Financial Leadership
The big-picture financial guidance your business needs to grow with confidence.
- Financial forecasting and modeling
- Cash flow management and planning
- Budgeting and variance analysis
- Business plans and growth strategy
- Fundraising support and investor presentations
- Guidance during the capital raising process
2. Financial Reporting & Compliance
Accurate, reliable financial statements and reporting systems that keep you compliant and in control.
- Financial statement preparation and cleanup
- Accounting systems and procedures implementation
- Internal controls design and remediation
- Audit management and external auditor liaison
- Forensic accounting and fraud investigations
- Financial expert witness for civil or criminal cases
3. Transactions & Due Diligence
Expert financial guidance through your most critical business decisions.
- Purchase and sale due diligence
- Mergers and acquisitions support
- Turnaround and workout strategies
- Lender and vendor negotiations
- Real estate planning and lease negotiations
- Fundraising materials and executive summaries
4. Operations & Systems
The tools, processes, and vendor solutions that make your business run efficiently.
- Bill pay and expense management solutions
- HR, payroll, and benefits systems implementation
- Accounting software selection and implementation
- Process improvement and operational efficiency
- Presentation materials for management and board members
5. Flexible Engagement Options
We work the way you need us to work.
- Monthly retainer — set hours each month for ongoing support
- Project-based — flat fee for a defined scope of work
- Hourly — pay only for the time you need
- Custom — we’ll build an arrangement that fits your situation
Not sure which fits your needs? Start with a free 30-minute call and we’ll figure it out together.