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Carol



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The Part-time CFO
Small to medium-sized companies need the expertise of a top flight financial executive but often cannot afford a full-time CFO. However, small to medium-sized companies are those that may need a CFO the most. BottomLine Growth Strategies provides an experienced financial executive to roll up the sleeves and participate as part of the company’s management team on site, working with your existing bookkeeper, accountant or controller. The frequency of the arrangement may be a day or more per week or only a few days a month, depending on your company’s needs.

The role of the part-time CFO is advisory to the CEO as well as hands-on. Below are some of the typical services provided in a part-time CFO engagement:
  • Supervise and review preparation of financial statements;
  • Manage and evaluate staff;
  • Budgeting;
  • Cash flow projections;
  • Develop financial reporting, metrics and performance measurements designed to help understand underlying business trends;
  • Risk management; risk assessment;
  • Board meeting preparation;
  • Program and strategic analysis;
  • Manage external relationships including bankers, investors, auditing firms, boards.
BottomLine Growth Strategies works with your outside accounting firm. The independent firm continues to provide tax services and certify financial statements for external entities.

The Temporary CFO
Having an open financial position can put a significant stress on the company and the rest of the management team. Whether your company has a vacancy to fill or needs help taking on additional projects, BottomLine Growth Strategies can help. The temporary CFO functions as part of the executive management team and participates in the day-to-day as well as transition activities. Our goal is to provide a seamless transition to new management.

Projects for Growing Companies
Growing companies have needs for additional high level financial expertise to supplement the existing CFO and management team. BottomLine Growth Strategies can help with the following types of projects:
  • Business plans;
  • Due diligence and integration management;
  • Project Management;
  • Budget/planning process;
  • Turnaround support;
  • Developing meaningful financial management package for management, investors, banks and other third parties;
  • Strategic Planning;
  • Competitive analysis;
  • Develop metrics for internal decision making and analysis;
  • Develop management incentive plans that drive accountability;
  • Assist with financing alternatives.
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