At SUM, our CFO consulting services are designed to be a launching pad for company growth. By outsourcing these financial management functions, we'll help you to navigate everything from a cash crunch to an exit strategy like an old pro. We put a keen emphasis on the use of technology to improve efficiency and accuracy. We're big-picture thinkers, meaning we'll make sure that you're not only on track to meet today's goals, but also to future-proof your business for tomorrow.
Outsourced CFO Services — If you're looking to establish a long-term CFO relationship (typically for one year or longer) but don't require full-time services, you might consider outsourcing CFO duties and responsibilities.
Interim CFO Services — If you just lost your CFO and need a temporary service while you shop around for a replacement, consider an interim contract. (Want help finding your next CFO? Check out our staffing and recruitment page <link to "staffing and recruitment" page>!)
CFO Consulting Services — If you need help with a single project and/or client, consulting services are your best bet. We can help you implement a new chart of account in conjunction with a new accounting platform or implement a managerial accounting process.
Here are just a few ways in which we've helped clients in the past:
Ongoing financial operations consulting.
Analyzing business divisions or products.
Back-office management and oversight.
Maintaining financial administration policies and procedures.
Establishing and monitoring financial performance metrics.
Selecting, transitioning, and integrating software.
Reviewing and maintaining backup and security protocols.
Coordinating with CPAs on tax filing and planning.