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Outsource CFO
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Deep financial clarity with an experienced CFO at your side
Many rapidly growing small businesses and not for profits reach a point where deeper financial clarity is critical but, for many reasons, cannot justify hiring a full-time CFO. Drawing from senior-level roots, Schulman Lobel’s advisors use key insights and years of hands-on experience to deliver a higher level of expertise businesses may not otherwise be able to achieve internally.
Our people. Your goals. Your company. Whether a start-up or well-established firm, our outsource team formulates a financial blueprint for entrepreneurs to implement seamlessly into their current business model.
Our scope of Outsource CFO services:
Our services cover a range of functions, from bookkeeping to controller, to CFO or CEO levels—Schulman Lobel provides services on a fractional, part-time, or as-needed basis.
– Bookkeeping and Account management
– Budget Preparation and Monitoring
– Capital development initiatives
– Cashflow Analysis
– Day-to-day accounting
– Develop operating plan
– Financial Report Interpretation
– Financial strategy and planning
– Internal controls
– M&A/Exit Facilitation
– Performance benchmarking
– Risk Management
– Security and Business Valuation
– Short and Long-Term Forecasting