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Contract Financial and CFO Services

Why should I use Contract Financial and CFO Services?

REASON 1
Your current administrative staff is loyal, dedicated, and hard-working. But do they have the knowledge
and skill to take the business the next step? You need a virtual business partner to keep the inertia in
your business and not be stalled because you have limited your staff support.
REASON 2
Formal business plans do not attempt to PREDICT performance. When the planning activity is led by a
seasoned professional, the value in planning is that it shines light on the profitability metrics in your
business for you the Owner. It clarifies previously undiscovered potential in your business. It
communicates your vision of the business so that the activities of all constituencies are coordinated.
REASON 3
Our financial professionals can assist you as much or as little as you would like. We work on your
schedule and within your budget as a virtual business partner.
REASON 4
Adding a seasoned professional financial officer to your business shows customers, lenders, and the
business community that your business has the infrastructure to ensure a healthy balance sheet and
profitable growth.
REASON 5
Contract Financial and CFO Services are skilled at spotting and identifying risk in your organization
structure, in your competitive environment, in your supply chain, and in your staff.
REASON 6
IMPORTANT - One of the very first deliverables in our Contract Financial and CFO Services in
EVERY ONE of our engagements is CASH FLOW IMPROVEMENT. You get more cash flow
improvement from managing current assets and current liabilities than from cutting expenses.
Improving cash flow gives you the flexibility to invest in growth.



James Owens - CFO / Financial Group Director
Our CFO and Financial Group is guided by James Owens. James provides outstanding leadership and
brings with him an in-depth knowledge of company financials. As CFO, James launched and ramped
new lower mid-market businesses. James has the ability to quickly assess your business challenges
and provide precise financial consulting no matter what stage your company is currently situated.
James would be happy to analyze your company and provide the solutions you need to remain
successful.

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Contract financial and cfo services ii

  • 1. Contract Financial and CFO Services Why should I use Contract Financial and CFO Services? REASON 1 Your current administrative staff is loyal, dedicated, and hard-working. But do they have the knowledge and skill to take the business the next step? You need a virtual business partner to keep the inertia in your business and not be stalled because you have limited your staff support. REASON 2 Formal business plans do not attempt to PREDICT performance. When the planning activity is led by a seasoned professional, the value in planning is that it shines light on the profitability metrics in your business for you the Owner. It clarifies previously undiscovered potential in your business. It communicates your vision of the business so that the activities of all constituencies are coordinated. REASON 3 Our financial professionals can assist you as much or as little as you would like. We work on your schedule and within your budget as a virtual business partner. REASON 4 Adding a seasoned professional financial officer to your business shows customers, lenders, and the business community that your business has the infrastructure to ensure a healthy balance sheet and profitable growth. REASON 5 Contract Financial and CFO Services are skilled at spotting and identifying risk in your organization structure, in your competitive environment, in your supply chain, and in your staff. REASON 6 IMPORTANT - One of the very first deliverables in our Contract Financial and CFO Services in EVERY ONE of our engagements is CASH FLOW IMPROVEMENT. You get more cash flow improvement from managing current assets and current liabilities than from cutting expenses. Improving cash flow gives you the flexibility to invest in growth. James Owens - CFO / Financial Group Director Our CFO and Financial Group is guided by James Owens. James provides outstanding leadership and brings with him an in-depth knowledge of company financials. As CFO, James launched and ramped new lower mid-market businesses. James has the ability to quickly assess your business challenges and provide precise financial consulting no matter what stage your company is currently situated. James would be happy to analyze your company and provide the solutions you need to remain successful.