Our Financial Services
For most small and mid-sized businesses, full-time CFO-level financial leadership is unaffordable. If your financial needs exceed the abilities of a typical accounting manager, we offer a wide range of services to meet any financial need you may have.
Fractional & Interim CFO Staffing
For most small or mid-sized businesses, there either isn’t enough revenue to keep a CFO on the payroll or there isn’t enough complex work to merit a full-time position. Often, a part time, interim, or fractional CFO can provide the leadership while other staff members can manage most of the execution. If you have financial needs that exceed the skill level currently on staff, a Fractional CFO can provide exceptional value to your organization.
CFO Consulting
Your finance department should proactively contribute to your business success, not passively take orders or even get in the way. With a CFO on board, you can build, develop, and/or improve your accounting and finance function to create new opportunities and aleviate the stress of meeting payroll and sourcing capital for growth. This also includes support for the often complicated transition from cash-basis to accrual-basis accounting.
Strategic Planning
As a business leader, you regularly create, revise, and implement strategic plans to help guide your organization forward. We jump into the strategic planning process alongside you to help craft the financial part of your new roadmap. With our help, you can finally transform hopes and dreams into an actionable strategic plan.
Career Coaching
Executive Coaching
As the President or CEO of a business, there are some conversations you should NOT have with your team. Who can you have those conversations with? Your friends or family may not have the expertise you need. Call us and we’ll help you with those topics.
Financial Consulting
We offer guidance on a wide range of financial initiatives. If you’re considering a strategic acquisition or thinking about a merger, we can help forecast the impact on your business and develop sound valuation models to inform your decisions. If you’re anticipating a period of expansion or need to divest a part of your business, we can analyze the situation and develop recommendations to achieve the best outcome. Even routine tasks like budgeting, forecasting, and identifying new sources of financing are all part of the value we offer.
Accounting & Software Consulting
Supply Chain & Online Sales
Discover How We Can Elevate Your Financial Strategy
Reach out to Capstone ROI Advisors today and let us guide your business with enhanced financial leadership.