Fractional CFO Services

Chris Roberts, CPA, CGMA, MBA | Click to email Chris

KHA offers Fractional CFO Services to companies who have outgrown their internal bookkeeping and accounting capabilities but who are not yet at the size to hire a full-time controller or CFO. As a company grows, financial operations and management are often neglected as the organization struggles to manage the increase in business. Communications with your bankers, strategic analysis, business planning, operations management and cash flow management are just a few of the areas that often are neglected when a business grows and the owner or owners are focused on managing that growth.

Let KHA be your strategic partner providing you with access to an experienced financial and management professional at a fraction of the cost of a full-time controller or CFO.

Services
Our partial menu of Fractional CFO Services includes the following:

  • Business planning and budgeting
  • Financial statement analysis and monitoring
  • Training of your accounting/bookkeeping staff
  • Assistance with software conversions
  • Strategic planning and analysis of the competitive market place
  • Cash flow projections and cash management
  • Internal control analysis and development
  • Assistance with development and management of banking relationships
  • Strategic tax planning aimed at increasing overall wealth
  • Operations reviews and recommendations for efficiency improvements
  • Assistance in developing HR procedures and manuals
  • Assistance in obtaining and reviewing insurance policies
  • Ownership and management transition planning

KHA will work with you to develop a targeted service offering to include those services that will provide the most benefit to your company at an affordable cost.

Benefits of Fractional CFO Services
The benefits of our Fractional CFO Services can include the following:

• More time for business owners to do what they do best which is to develop new business and lead your organization
• Timely and accurate financial information and a better understanding of what your financial statements are telling you
• Better management information to use to make operating and strategic decisions
• We act as another member of your board providing insight and feedback on critical decisions
• Higher level of credibility when negotiating terms with banks and vendors