Outsourced CFO Services
HERE FOR YOU WHEN YOU NEED US
Whether you are a business owner and entrepreneur, executive director of a nonprofit or human service organization, or high-level financial executive, you’re constantly juggling.
Between managing employees, keeping up with customer demand, cutting costs, creating budgets, understanding your financial data, and concentrating on growth, there’s always something new vying for your attention. We know the feeling. We’re entrepreneurs ourselves.
MERCADIEN’S OUTSOURCED CFO SERVICES
Our Outsourced CFO services give you the opportunity to delegate so you can focus on growing your business and its core operations by making smart, informed decisions about your finances, from financial reporting to risk management to strategic financial planning.
FRACTIONAL CFO SERVICES & OUR UNIQUE APPROACH
We understand how valuable it is to have a growth and business strategy that’s right for your organization, which is why we take a unique, tailored approach to every outsourced CFO service engagement.
Many organizations either don’t know how to formalize their planning processes, or know how to, but don’t have the time to work “on the business” while they are working in the business.
And growth, though exciting, usually comes with new issues to address.
Whether you need help setting up or refining processes, implementing a new accounting platform, or a quarterback for a special project, we’re here for you.
We also offer outsourced fractional CFO solutions for our clients who either don’t need a full-time CFO or just need temporary assistance, such as working through an executive transition or completing a complex financial project.
A CFO provides insights and expertise for your finance function. With outsourced or fractional CFO services, you can gain oversight your financial operations, elite accounting solutions, and a strategist thinking on your behalf about the future of your organization.
Our team at Mercadien serve as Outsourced CFOs and trusted advisors to nonprofit organizations and private companies across various industries. We pride ourselves on being proactive, forward-thinking, responsive, collaborative and focused on providing consistent communication and support to our clients.
DO YOU NEED AN OUTSOURCED CFO ADVISOR?
If you don’t understand the financial information you get from your accounting department, can’t figure out what metrics or benchmarks you should focus on, aren’t getting timely or accurate reports, or aren’t sure if you should make major changes to your operations, you likely need a CFO to oversee your finances.
In addition to that, if you haven’t had a discussion about risks to your organization, or set aside time for a strategic planning session, you would benefit from an experienced strategist who can help you plan for the worst and the best, as well as help you achieve your goals.
A CFO is a sounding board that every executive, CEO or business owner can gain valuable insights from as it relates to the corporate finances and moving the business forward. You may not even be sure of exactly what it is you need, and that’s okay.
We’re ready to help you work it out and serve as your sounding board, so don’t hesitate to schedule a call with us today.
MERCADIEN’S OUTSOURCED CFO SERVICES ARE CUSTOMIZED TO FIT YOUR NEEDS
When we come on board, we become part of your team, seamlessly working side by side with you and your accounting staff, providing direction, leadership, insight and strategy to help you overcome your toughest challenges, and provide you with practical and innovative solutions and help move your organization forward.
Our outsourced CFO services are customized to you and your needs. We offer monthly subscription packages so you can select the level that works best for you and your organization.
Clients come to us because they’ve heard of or know about our knowledge and experience, credentials, resources and best practices, and that before we start any engagement, we will get to know their organization from all angles.
We hit the ground running, but not before we fully understand your operations, team, goals, and challenges. Taking the time on the front-end is important to us, and we want to come into your business ready to take on what needs to be done and set the course for success.
Ready to get started? Contact us today to set up a consultation and in the meantime check out our article on the Benefits of an Outsourced or Fractional CFO.
OUR OUTSOURCED CFO SERVICES INCLUDE:
Strategic & annual business planning
Succession planning & exit planning
Fractional CFO services
Fractional Controller services including monthly
financial statements, management & board reports
Finance department efficiency studies
Development of KPIs & benchmarks
Audit & exit readiness assistance
Tax planning & compliance
Budgeting, forecasting & financial modeling
Board retreat facilitation
OUTSOURCED CFO SERVICES TEAM MEMBERS
Sherise D. Ritter
Managing Director & Principal
Bjondina Karpuzi
Managing Director & Principal
Frank Pina
Managing Director & Principal
