Although we can custom tailor individual fractional CFO programs to meet a particular need, many new clients find it helpful to enter using one of our pre-defined offerings.
Access
- Complete access to Ken’s experience base working with over 30 companies on strategic and financial issues
- Typical discussion points often include strategic issues, financial matters, reporting and key metric utilization but there is no limit to the kind of questions that can be asked
- Available for consultation with CEO
Benefits
- Issue assessment, diagnosis and recommendation
- Ready access to CFO perspective
- Financial coach for the CEO
Accelerator
- Includes above PLUS
- Access is expanded to lead finance person
- Attendance (live or via conference call) at monthly financial review meeting
- Agenda management, expectations for meeting, guidance on effective financial reporting, etc.
- Key questions, advance review and reporting preparation comments
- Setting expectations for next meeting
- Between meeting follow up as required
Benefits
- All of the above PLUS
- Greater understanding of financial statements and company financial position by those in attendance
- Improved financial reporting and better business decision making as a result
Immersion
- Includes above PLUS
- Access expanded to entire executive team
- Oversight of budget preparation and longer term plan by internal staff
- Business partnership role to be defined based upon client needs
- Attendance at various management team meetings (to be agreed)
Benefits
- All of the above PLUS
- Fractional member of management team who focuses on understanding your business through the numbers
- Framework for comparing monthly results to expectations
- Long term financial vision via long term plan
Intensive
- Includes above PLUS
- Weekly presence and interaction with company on a regular basis
- Written commentary on monthly results versus plan
- Development of annual budget
- Development and maintenance of 3-5 year financial plan
- Unlimited access by management team
- Participation in decision making in related areas (HR, Compensation, IT, tactical decision making, etc.)
Benefits
- All of the above PLUS
- Accounting and finance team has dotted line reporting relationship to Homza
- Ken will drive changes to financial reporting, key metrics and how the team thinks about the business
- Includes development of budget and long term financial plan
** All programs are intended to be long term in nature, but there is no long term commitment required.
** Out of scope items may be added at prevailing rates to be agreed prior to commencement of activity.