Growing companies often need the expertise of a Chief Financial Officer (CFO) but lack the budget to hire a full-time professional. James Tonelli and Debbie Sheedy are experienced, outsourced Chief Financial Officers who can establish financial clarity and provide rigorous reporting for a company’s management team. With four decades of accounting experience, they bring immediate value to the strategic decision-making process and create key management reports that outline current organizational performance relative to established benchmarks.

As an outsourced, fractional CFO, James or Debbie will:

• Establish key performance indicators (KPIs)
• Prepare financial reports for the management team, board of directors, lenders, regulators, and shareholders in accordance with Generally Accepted Accounting Principles (GAAP)
• Monitor corporate cash flow and liquidity
• Track company performance relative to planned performance
• Create budgets and financial models
• Provide ad hoc financial analyses
• Manage accounting and finance personnel
• Assist with funding initiatives
• Manage debt-issuance and investments
• Optimize risk-adjusted return on assets and return on capital

Contact Jim or Debbie