Services
Our Services
We can handle the accounting and finance needs of an entrepreneurially driven, early stage company from A to Z. Among the services that we provide to our clients are the following:
Contract CFO engagements
Mr. Brown becomes a part of the management team on a part-time basis, providing the business with:
- Sophisticated financial planning and cash flow analysis
- Perspective on a broad spectrum of management issues
- Creation of management financial dashboards
- Development and execution of financing strategies
- Review of the work of the client’s internal accounting staff
Monthly accounting
We provide bookkeeping services for several clients who wish to have this function performed by our firm rather than one of their own employees. This can be done in any of the following manners.
- Set up and maintenance of your online accounting system
- Visits to your office to perform accounting tasks as needed
- Acting as your dedicated part-time or full-time bookkeeper, working out of your office and functioning as a member of your staff
Transaction support
Given our unique combination of financial management and venture capital investing experience, we are at times engaged by companies and investors to provide services related to the evaluation of prospective investments, negotiation of the terms of investment, and preparation or review of transaction documents.
Our Services
We can handle the accounting and finance needs of an entrepreneurially driven, early stage company from A to Z. Among the services that we provide to our clients are the following:
Fractional CFO Engagements
Your financials contain a story about past performance and the present business condition. A good CFO can ensure that the financials contain an accurate story. A great CFO can tell that story in a way that makes sense to you, your team, and others, and then provide counsel on what to do about it. Our CFOs specialize in guiding our clients to bigger profits and better cash flow.
We meet your business where it is at, and don’t shoehorn you into canned engagement. Every Fractional CFO Engagement includes:
- Regular financial reporting, with the cadence and detail to meet the needs of the business
- Sophisticated financial planning and cash flow analysis, so you know how your decisions, opportunities, and risks can in impact the bottom line
- Professional guidance on a broad spectrum of management issue, from the perspective of seasoned CFOs
- The development and execution of financing strategies
- Review of the work of the internal accounting and finance team, to provide expertise in handling more complex transactions and ensure accurate books
Finance Advisory Services
Unique episodes in the life of your business require expertise to navigate and achieve the most profitable outcomes. Contemplating a line of credit or other debt might require a one-off financial model. Initial due-diligence on an acquisition target requires you to ask the right questions and interpret the answers. Inefficient internal processes can cost you money. Lean on the deep experience and expertise of Cardinal finance
We assist businesses with episodic support for:
- M&A due diligence and preparation
- Fundraising, debt and equity
- Financial tech stack selection
- Financial process improvement
- Finance and accounting organizational design
Benefits
Why Choose Cardinal Finance?
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Best Strategy
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Quality Services
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Friendly Support
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