OUTSOURCED CFO SERVICES
EVERY COMPANY
NEEDS A CHIEF FINANCIAL OFFICER
Our Business Advisors work closely with you to understand, create, and manage critical financial processes in your business. We help set up and execute many specialized accounting tasks to develop an efficient financial management process so you can focus on what is most important, generating more revenue and efficiency in your business.
OUTSOURCED CFO
ESSENTIAL SERVICES
Key services offered by our outstanding team of Outsourced CFOs
BUSINESS PLANS
Whether you are starting a new business or growing your existing business, the financial schedules created as part of a business plan can be the difference between the venture’s success or failure. Your Preaux CFO partner will help you create these schedules and explain them to your team and investment partners.
RAISING CAPITAL
When you need capital, you need a financial partner who can help provide you with the financial schedules you need for investors or bankers. Preaux CFO will also try to help you connect with the right people to find the capital you need.
BUDGETING
Creating the proper financial strategy for your business is critical to long term success. We will help you forecast your financial needs and develop a roadmap for the future. Your fractional CFO will set up a financial plan and detailed yearly budget that allows you to operate profitably and meet your financial goals.
INSURANCE
The proper insurance at the right price can be one of the most valuable protections for a company. Your CFO partner has the experience and connections to help you pick the right plan at the best price to ensure you have peace of mind knowing that you have the coverage you need when you need it. We help our clients review general liability insurance, property insurance, business interruption insurance, liquor liability insurance, cyber insurance and more.