Financial management is one of the key functional areas of business that can directly impact the success or failure of an organization.  Ineffective financial management can not only cost the company in terms of dollar performance, it can also impact areas such as government imposed compliance and taxation.  Many organizations find themselves in the position of needing a knowledgeable professional that can oversee the financial resources of the company, but do not have the luxury of hiring those resources in-house.


For select organizations, I provide CFO services on a part-time or interim basis.  Working with your current staff, I provide professional services necessary to effectively manage the financial aspects of the organization, thus allowing the owner(s) to focus on other key aspects of the business, such as sales and production.   Basic services include:


  • Oversight and coordination of outside professionals and other parties, including bankers, auditors, tax preparers and government agencies
  • Establishment and oversight of an effective bookkeeping/accounting & finance function
  • Oversight and execution of key financial operations, including:
    • Accounts receivable & accounts payable
    • Payroll
    • Credit management
    • Risk management
    • Bank account reconciliations
    • Tax reporting and compliance
    • Creation and maintenance of key support schedules
    • Deferred compensation and retirement programs
  • Cash management, including financial forecasting
  • Bank relationship management, including borrowing, investing and operational services
  • Management performance reporting
  • Capital budgeting for major business investments
  • Annual operating budget preparation and performance monitoring
Services offered through a related company SEFX2, LLC.
Please note that SEFX2, LLC is not a CPA firm.