CFO Services & Why You Need Them

Ever worry that you don’t really know where your business stands financially? Ever wonder why toast always falls butter side down? CFO services from Keep can help with one of those things, and hint, it’s not bread physics.

Whether it’s gaining line of sight into your cash flow, figuring out how to best fund/capitalize your business, working with banks, fine-tuning strategies, or preparing for growth (or a downturn), we can help you better manage your business and plan for the future.

We offer Outsourced CFO arrangements if you need standard services like a monthly review, budgeting, cash flow help and tax prep. We also offer Embedded CFOs who function as part of your team if your business is in a place that you need regular time with a strategic financial partner.

  • Get the value of CFOs with years of experience helping businesses.
  • Work with a CFO that is the right fit for YOUR business.
  • Options ranging from a quarterly review to availability multiple times a week.
  • Our CFOs can flex their time (and your cost) with your business needs.
Outsourced CFO Services

We Make it Easy to Proactively Manage Your Business.

Financial leadership through outsourced CFO services provide oversight of your business and year-round peace of mind.

CFO Features

Regular Weekly CFO Work
Quarterly CFO Review
Monthly financial dashboard
Monthly review of your financials
Sounding board to answer financial questions
Customized KPI dashboard
Cash flow analysis
Annual budgeting process
Short & long term forecasting
Manage vendor relationship (banks, CPA, liability insurance, etc)
Financing negotiation and management
Bookkeeping firm and payroll provider oversight
Customized support like M&A, sale readiness, turnarounds, and business process improvement

Need a different kind of help? Check out Outsourced Accounting Services >

CFO Features
Weekly CFO Work
Quarterly CFO Review
Monthly financial dashboard
Weekly CFO Work
Quarterly CFO Review
Monthly review of your financials
Weekly CFO Work
Quarterly CFO Review
Sounding board to answer financial questions
Weekly CFO Work
Quarterly CFO Review
Customized KPI dashboard
Weekly CFO Work
Quarterly CFO Review
Cash flow analysis
Weekly CFO Work
Quarterly CFO Review
Annual budgeting process
Weekly CFO Work
Quarterly CFO Review
Short & long term forecasting
Weekly CFO Work
Quarterly CFO Review
Manage vendor relationship (banks, CPA, liability insurance, etc)
Weekly CFO Work
Quarterly CFO Review
Financing negotiation and management
Weekly CFO Work
Quarterly CFO Review
Bookkeeping firm and payroll provider oversight
Weekly CFO Work
Quarterly CFO Review
Customized support like M&A, sale readiness, turnarounds, and business process improvement

Instant experience. Just add coffee.

Get peace of mind of knowing you have a financial partner to help you navigate the ups and downs of running a business.

Financials that mean something

  • P&L customization support to make it meaningful for your business
  •  Identification of key metrics that matter to your business
  • Helping you understand your margins by line of business so you know where to focus your time and energy

Budgeting & Forecasting

  • Annual budgeting process
  • Assistance creating proformas for growth or new businesses
  • Cash flow forecasting

Service Provider Relationships

  • Work with your bank to obtain the right financing for your business
  • Work with your liability insurance provider to ensure the right coverage
  • Work with your CPA firm on tax strategies & incentives opportunities
  • Work with your bookkeeper or firm to make sure you get the financial information needed to make good business decisions

How to Know You Need a CFO (pardon our rhymes)

It’s not always obvious when your organization needs to add a CFO and the timing varies from company to company. Below are some signals to consider. If you’re still not sure, let’s talk it out. Use the form or give us a call. No pressure. Just answers.

  • You aren’t sure if your company is profitable
  • Your small business is experiencing rapid growth and revenue
  • Your business needs a bank loan or a line of credit
  • A potential business merger is on the horizon
  • No one else on your team laughs at your corny jokes

Get answers. Get going.

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