Whitestone — Building Values

Services

CFO Services

Strategic partnership for the growing entrepreneur.

Get the expertise of a seasoned CFO through a flexible, variable-cost model designed to scale with your business. Our team provides the services of a CFO without the overhead of a full-time appointment, and the engagement scales up or down as your growth stage demands.

Services offered

Four areas, taken together or separately depending on where the business is and what it already has in place.

Strategic planning

  • Business plan assistance
  • Budgeting
  • Forecasting and sensitivity analysis

Operational support

  • Ongoing financial reporting
  • Month-end closes
  • Board and management reporting
  • Audit preparation
  • Financial analytics and reporting

Operational controls

  • Accounting system implementation
  • Financial internal controls
  • Accounting policies and procedures

Cash flow and working capital

  • Cash flow management
  • Cost management
  • Receivable management