Chief Financial Officer (CFO) Advisory Services

LM+Co provides Chief Financial Officer Advisory Services and, when needed, can fill the CFO position on an interim basis with full management of Company financial affairs during a transition period.

LM+Co’s CFO Advisory Practice includes a team of financial operating professionals with decades of experience leading both healthy and distressed companies. Our team works closely with Management and staff to quickly and efficiently resolve issues while strategically and tactically communicating reports to the Board and other key stakeholders.

Our CFO Advisory Services include:

  • Cash Flow Forecasting
  • Monthly Financial Statement Reporting
  • Board of Director / Sponsor Reporting and Presentations
  • Customer and Product Profitability Analyses
  • Reviewing Financial Controls, Policies and Procedures
  • Working with Auditors on Year-End Audits
  • Working with Advisors on Tax Planning
  • Establishing Policies + Procedures
  • Building a Permanent Finance Team