Services

200+

Companies Served

Since our inception in 2002, we have advised more than 200 companies in a broad range of industries.


Part-time Financial Team

Utilizing the right mix of part-time CFO’s, VP of Finance and Controllers, we provide an integrated, scalable outsourced finance organization. This is accomplished in four phases.

Phase I – Comprehensive review: Policies, Systems, Reporting
  • Cash management
  • Expense and operational control
  • Supplier/partner relationships
  • Customer order fulfillment
  • Accounting systems, polices
  • Equity Accounting, Capitalization Table
  • Stock Options: pricing, valuation, administration

Phase II – Execute Day-to-Day Transactions
  • Billings, Cash Collections, Accounts Receivable, Inventory
  • Accounts Payable
  • Payroll, Benefits

Phase III – Reporting
  • Prepare budget
  • Monthly Financials
  • Board of Directors, Shareholder Reporting
  • Management Dashboards/Metrics

Phase IV – Strategic CFO Value Add
  • Corporate Governance, Board of Directors communication
  • Direct Budget, Long Term Financial Planning
  • Analysis of Capital Requirements
  • Manage Service Providers (Legal, Auditors, Real Estate, Banking)
  • Prepare for and execute critical strategic financial transactions

“VA Smart-Start”
The above four phase engagement is also offered in a light touch, cost effective offering for very early stage companies.