Chief Financial Officer and Chief Operations Officer Services are designed for companies who need a CFO and COO but cannot afford to hire a full-time employee paying salary, benefits and payroll expenses.
Our CFO and COO services include;
Strategic Planning and Performance Management
• Participate in the development of the annual strategic plan
• Lead the development of the annual budget and operating plan that fully supports the Company’s
• Strategic and financial goals, business model and core values
• Develop, establish, and direct execution of operating policies to support overall company
• Policies and objectives
• Develop and implement profitability management processes, including billability metrics
• Expense control
• Develop and report on key metrics tied to the financial and strategic objectives
Financial Management and Accounting
• Manage and oversee the monthly, quarterly, and year-end financial statements and close
• Processes including development of a management dashboard
• Manage operations team to ensure execution of A/P, A/R, budgeting, payroll, and cash
• Management, including bank reconciliations
• Establish/update financial management processes as well as related infrastructure (e.g.
• accounting systems) to enable scalability of operations
Compliance Management
• H1B and Department of Labor Compliance internal audits and consulting
• I9 – Employment eligibility and E-verify assistance
• Other employment laws which the business may be exposed to
HR and Administration
• Manage HR administration processes including employee benefits, recruiting, and policies
• Advise on other management and operational matters including IT and facilities
Leave a Reply