C-Suite Approach

Our On-Demand Fractional CFOs work onsite with our clients and provide your business with the forward-looking financial analysis necessary to maximize profitability and the value of your company.

CFOs operate as a strategic partner to the business owner, developing a financial vision to support the goals of the business along with metrics which enable business owners to achieve their objectives and make better decisions.

Our 5 Step Process

Our 5 step method helps define, develop, and achieve your goals.

Step 1: Goal Development and Roadmap

We start with reviewing and understanding your business, including:

  • Industry
  • Business drivers
  • Business goals
  • Business concerns
  • Immediate needs & priorities

We use this information to develop a roadmap to ensure the information collected and created by the C-Suite finance and accounting team supports your goals and enables you to achieve results.

Step 2: Information and Process Validation

We then roll up our sleeves and do a thorough evaluationof your information and processes to:

  • Understand existing team’s capabilities and skillsets
  • Review existing information and structure
  • Perform data clean up when necessary
  • Validate processes and implement new processes where necessary
  • Refine how C-Suite integrates and augments with existing team

This ensures your business has the foundation for timely and accurate reporting.

Step 3: Day-to Day Accounting

With good people, processes, and technology, we support all levels of ongoing day-to-day accounting functions, including;

  • Invoicing, collections, and AR management
  • Bill entry, processing, and AP management
  • Bank/credit card date entry and reconciliations
  • Inventory process development and setup
  • Payroll processing
  • Operational processes and workflow documentation
  • Monthly close process
  • Staff mentoring and supervision of work

Basically, we help pay the bills, collect revenue, and ensure accurate information.

Step 4: Financial Reporting

To enable you to make sound decisions, we provide timely and accurate financial statements that may include:

  • Profit and loss statement, balance sheet, and cash flow statement
  • Monthly management report
  • Aging report
  • Bank covenant requirements
  • Board meeting support

This gives you the information to better understand your business and identify issues in a timely manner.

Step 5: Financial Analysis and Support

Beyond standard reporting, we can provide business modeling and financial analysis to help you achieve your goals by providing actionable, measurable data, including:

  • Utilization analysis
  • Annual budgeting
  • Breakeven analysis
  • Client profitability
  • Margin analysis
  • Business specific KPIs

We help clients create tremendous value utilizing these tools.


C-Suite Support CFOs model the expected revenues and expenses of your company over a period to identify capital requirements. We work with you to develop a comprehensive package to use with financial institutions and/or investors to obtain the necessary capital to support your business.

Budgeting & Expense Control

C-Suite Support CFOs will drive the budgeting process, incorporating input from each department to provide the most accurate and complete projections. We then monitor and report budgeted versus actual results on a periodic basis and re-forecast accordingly.

KPI Development & Analysis

Key Performance Indicators (KPIs) are different for every business. As your CFO, we work with your operations and management teams to identify which KPIs are most applicable to your company. We also support the analysis of those KPIs on a regular basis and suggest actions that support your goals.

Year-Round Tax Planning

C-Suite Support CFOs maintain communication with your tax preparers to minimize your company’s potential tax liability and maximize potential tax savings.

Ongoing Analysis & Review

C-Suite Support CFOs work with you to develop an ongoing process and a regular schedule to review and understand the most current financial information and key performance indicators (KPIs). This ensures you understand the status of your business and discuss next steps to achieving your goals.

Merger and Acquisition Support

C-Suite Support CFOs work with you to support your merger and acquisition activity. Whether you are interested in buying another business or exiting your own, C-Suite’s CFOs can help with financial modeling, due diligence, acquisition analysis, and post-merger integration.

Internal Stakeholder Communications

C-Suite Support CFOs prepare presentations for internal stakeholders that communicate the company’s financial information in concise and easy to understand methods: trends to help visualize projections, charts and tables to highlight key information, and management descriptions to explain results.

External Stakeholder Communications

C-Suite Support CFOs use their extensive experience and knowledge to participate in financial discussions with tax advisors, attorneys, bankers, insurance brokers, and other key partners to ensure proper planning strategies and that our clients are getting the highest level of service.

Paul Whitley

Paul Whitley


Are you a progressive, forward-thinking company that understands the real value of Strategic Financial and Operational Leadership, who would benefit from having a proven, principle-based CFO to help you achieve your goals?

Steve Thomas

Steve Thomas

Company Role

Aenean consectetur ipsum ante, vel egestas enim tincidunt quis. Pellentesque vitae congue neque, vel mattis ante. In vitae tempus nunc.

Ash Warren

Ash Warren

Company Role

Aenean consectetur ipsum ante, vel egestas enim tincidunt quis. Pellentesque vitae congue neque, vel mattis ante. In vitae tempus nunc.

Skip to toolbar