Fractional CFO
From private equity-backed firms and venture capital startups to closely-held businesses and multi-generational family enterprises, our extensive experience allows us to deliver customized financial strategies and solutions that address the unique needs of each client.
Fractional CFO
From private equity-backed firms and venture capital startups to closely-held businesses and multi-generational family enterprises, our extensive experience allows us to deliver customized financial strategies and solutions that address the unique needs of each client.
What We Offer
Accounting Oversight
Ensure clean and accurate financial records with our ongoing review of the books. With our expert financial management, you can focus on growing your business with confidence, knowing your financial records are in impeccable order.
Custom Financial Reporting
Gain valuable insights with customized financial reports tailored to your specific business needs, empowering you to make informed decisions.
Key Performance Insights
Understand your business’s performance through detailed analysis and interpretation of key metrics helping you identify strengths, weaknesses, and opportunities for growth.
Manage Other Specialists
Over time, you may need financial planning, insurance, bank financing, and other professional services. With our extensive network, we can find and manage quality partners to serve your business.
Budgeting and Forecasting
Plan for the future with confidence through our expert financial budgeting and forecasting services to help you allocate resources efficiently to achieve your business goals.
Case Study: Startup Funding Round
The Challenge
Gose Steps In
We developed comprehensive models of cash flows, showing burn rate and growth across various scenarios. This enabled the executive team to make informed decisions they could present as wins to the board.
We improved financial reporting to showcase the startup’s vigor and potential. This increased stakeholder confidence and support.
As the small company became more established, we switched the books over to GAAP-compliant financial statements, policies, and procedures. This also helped reduce costs and create scalable financial operations.
Case Study: Dealing with Downtown
The Challenge
A well-established manufacturing company, over 80 employees strong, fell on tough times and found it could not honor financial covenants with the bank.
Gose Steps In
As fractional CFO, we took over the relationship with the bank, handling communication and explaining how we would quickly respond to the situation.
We implemented comprehensive financial reporting to uncover insights into revenue and cost of revenue by segment. With this, we found low-margin products and services, allowing targeted pricing adjustments and cost reduction measures. The goal was to improve cash flow for operational stability and debt covenant compliance.
With monthly board meetings and newfound financial transparency, the company’s bottom line rallied from a loss position to over $1 Million in EBITDA, stabilizing relations with the bank and making a brighter horizon.
Case Study: Solo Success
The Challenge
Gose Steps In
We took charge of overseeing bookkeeping to get accurate and reliable financial reporting. This included review of financial statements and transactions to address compliance concerns and ensure clean books.
From here, we revealed key financial metrics that helped facilitate key business decisions, including buy vs. lease, how to invest cash reserves, properly budgeting for tax obligations, and more strategically pricing services.
This drastically reduced stress on the very successful owner-operator, improved financial stability, and established a stable path for continued growth.
Additional Services
- Tax planning, credits and incentives
- Pricing strategy
- Accounting policies & procedures
- Audit readiness
- Debt financing
- Board presentations
- Due diligence for acquisitions
