Building a Foundation for Profitability & Scalability
What is an Outsourced CFO?
The complex financial operations of a business can be a distraction for entrepreneurs and small business owners, particularly when the business cannot yet justify a full-time CFO. The solution is an outsourced CFO. On an “as needed, where needed, when needed” basis, Evergreen CFO brings the financial knowledge and expertise that helps business owners to concentrate on other crucial areas, avoid costly mistakes, establish credibility with lenders and shareholders, and create a foundation for growth. Evergreen CFO serves as the senior representative to advisers, lenders, CPAs, attorneys, and investors, allowing the CEO to focus on new market opportunities and building a company for long-term success.
Looking Back…
Historical Trends and Results
Historical results can help tell a company’s story and point the management team in the right direction. Evergreen CFO provides a systematic and highly analytical approach to understanding a company’s financial history and trends which can provide clarity in establishing both short-term and long-term financial goals.
In the Moment…
Treasury, Operations, Capital
The CFO is the ultimate risk manager of a company. A company’s success is grounded in the daily management of the financial operations – cash management, policies and procedures, and a constant attention to risk management that protects the owner’s investment. Evergreen CFO has been overseeing these daily activities for their clients since 1995.
The Financial Future…
Strategic Planning
We take time to ensure a company has the financial systems in place to scale and “move to the next level” of success. With a trusted Evergreen CFO team of professionals, a business owner can develop a well-defined strategic plan that will solidify the company’s future success, regardless of the desired exit strategy.
