CFO & CIO Advisory Services

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Experienced Advisors with Objective Insights

Experienced advisors who have held executive level positions in their respective fields bring expertise and leadership to your company to help resolve critical business issues or play a needed leadership role in your organization. They provide you an objective opinion of your company and bring to light opportunities that may not have been apparent. They can step into critical roles within your company on an interim or part-time basis, solving your challenges quickly and creatively.

What constitutes a quality advisor? A high level of hands-on experience and expertise in a given area is a major prerequisite, but not enough. Genuine interest in the success of your company, a sense of urgency, and objectivity are the leadership competencies our advisors will bring to you. Our commitment is to always provide you with multiple practical options so that your company can select the path that best fits your goals, culture, and budget.

Our C-Level Advisory Services cover these critical areas of your business:

  • Chief Financial Officer (CFO) and Interim CFO Services assist with leading and improving the accounting and financial aspects of your company including reporting, cash management, and investments. Our CFOs help improve your company’s financial health and help you turn business strategy into reality through the management and understanding of your financial capabilities.
  • Chief Information Officer (CIO) Services assist with evaluating, selecting, and optimizing your business systems and technology; planning and leading complex technology implementations; and helping you plan and realize the value of technology throughout your operations.
  • Chief Risk Officer (CRO) and Chief Audit Executive (CAE) Services assist in building and improving your audit capability; preparing for new and complex compliance regulations; and developing approaches to effective risk management and mitigation.

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