Client Focused, Solutions Based, & Action Oriented CFO Services
It would be beneficial for every business to have an elite Chief Financial Officer (CFO). Not every small and medium-sized company can afford to have a full-time financial executive on staff, fortunately, HDA Coaching & Consulting is here to step in as your company’s CFO. Whether you have a variety of accounting and finance needs or need a partner for strategic decision-making, we are client-focused, solutions-based, and action-oriented. Aligning your business with HDA Coaching & Consulting as your experienced part-time CFO partner adds the value of executive-level leadership without adding the executive level overhead.
Financial Management
- Provide perspective, direction, and financial management
- Provide timely, accurate, useful financial information to support decision making
- Provide financial and operational leadership through organizational change
- Prepare and deliver financial reports, analysis, and supporting information to owners and management at least monthly and provide financial read of the information
Financial Systems and Processes
- Enhance the use of financial and operational systems to obtain needed information
- Improve and streamline business practices and processes to increase efficiency
- Provide project management role for software implementations
- Automate financial information
- Assess skillset of existing staff and advise where improvement is needed
- Design and implement incentive programs to drive productivity
Cash and Credit Management
- Provide cash management and planning
- Provide dashboarding and forecasting to enable management to see future cash flow
- Work with lenders and other partners to obtain additional financing, refinancing, and/or restructuring of existing financing arrangements and prepare lender packages
- Provide forecasting and modeling to present the financial impact of decisions and “what if” scenarios and define financing needs
Our approach to engagement is driven by the needs of our clients. We offer services customized to fit the needs. This allows us to be flexible and consistently in touch with the organization’s needs as they develop.
We take pride in our deep understanding of the small business arena. As your virtual CFO, we serve as a trusted advisor to each client. We fully integrate into the companies we support.
Our efforts result in user-friendly financial tools and information to support decision making and insightful, actionable solutions to achieve long-term goals.
We channel years of experience as the right hand to entrepreneurial CEOS. We also draw on our extensive strategic guidance, thought leadership experience, and our accounting background.