Our Services
CFO and Controller Services in Kansas City
Fractional CFO Services in Kansas City
CFO Services
Executive-Level Financial Leadership and Strategy to Increase Profitability & Promote Business Growth
Professional financial statements and reporting
We provide monthly financial reporting that focuses on Key Performance Indicators (KPIs), risk analysis, financial metrics, and trend analysis. This reporting provides clarity on business performance and financial health, and enables comparison against prior periods, industry benchmarks, and competitors–equipping you with the insights needed to make informed, strategic decisions.
Regular strategy meetings
We lead structured, results-driven strategy meetings focused on financial reports, budgets and forecasts, business health, and goal execution. Each session includes clear recommendations and actionable insights to keep your business aligned with its strategic objectives and positioned for growth. In-person or virtual.
Budgeting and forecasting
We build or guide budget processes by analyzing historical financial data, aligning with company goals, and collaborating with department leaders on planned projects, capital investments, and hiring needs. Forecasts are updated regularly with actual financial performance, and we meet consistently to ensure your business stays on track to achieve its revenue and profit targets.
Cash flow forecasting
We analyze fixed and variable expenses against expected revenue to strategically plan available cash for operations, expenditures, and investments. Through regular meetings, we adjust upcoming cash inflows and outflows based on the latest information and provide recommendations to maintain a healthy cash position and support business goals.
Expense analysis
We track expenses as a percentage of revenue and compare them to internal historical data and industry benchmarks to evaluate spending efficiency. Based on findings, we provide strategic recommendations—whether to reduce costs to improve profitability or increase targeted spending to support growth.
Gross profit analysis
We evaluate revenue streams, pricing strategies, and associated costs to measure the profitability of each product or service. This analysis supports informed decision-making around performance, risk management, and resource allocation—helping your company focus on what drives the strongest returns.
Financial modeling
We build structured, forward-looking financial models to support strategic decisions such as hiring, market expansion, or opening new locations. Our models help you evaluate growth scenarios, project financial outcomes, and plan for profitability—providing a clear roadmap to scale efficiently and confidently.
Hiring for financial departments
We support the recruitment of key financial roles by developing clear job descriptions, creating targeted interview questions, and participating in candidate interviews. Our guidance ensures you hire qualified professionals who align with your company’s financial goals and operational needs.
Financial controls & process audit
We conduct thorough audits of your monthly and yearly financial processes to identify potential weaknesses. We implement robust systems to ensure accuracy, including separation of duties, financial oversight, and cash management. Financial controls help prevent errors, fraud, and inefficiencies, safeguarding your business’s financial integrity.
Finance department review
We conduct a comprehensive analysis of your finance department to ensure roles are well-defined, tasks are clearly assigned, and employees’ strengths align with their roles. We also establish efficient procedures that promote role consistency, streamline operations, and reduce training time and costs.
Evaluate funding options
We assess your business’s unique needs to identify the most suitable funding sources and prepare the necessary financial documentation. Our team also facilitates meetings with financial institutions and investors to secure the capital required to support your growth and strategic goals.
Company board participation
We serve as a CFO board member, providing strategic financial guidance, or present financial performance insights to your existing board. Our expertise ensures informed decision-making and alignment between financial goals and overall business strategy.
Communication with CPA
We manage all communication with your CPA, including submitting financial information and providing year-end reports. We also handle any questions related to your company’s financials, ensuring a smooth and efficient relationship between your business and accounting professionals.
Clean-up of financials
We bring your books up to professional standards, making them ready for CPAs, lenders, and other stakeholders. Our process includes a thorough review and clean-up of your balance sheet, profit and loss statement, chart of accounts, and general ledger to ensure accuracy, clarity, and compliance.
Transition from cash to accrual accounting
We transition your business from cash to accrual accounting to provide a more accurate view of profitability and financial performance over time. This includes making necessary account adjustments and implementing systems that properly record revenue when earned and expenses when incurred, aligning your financials with GAAP standards and stakeholder expectations.
Accounting System Implementation
We ensure a smooth and accurate transition to new accounting software, whether implementing for the first time or correcting issues from a past ineffective setup. We work closely with your team to establish proper procedures, configure the system correctly, and implement effective month-end close processes—resulting in clear, reliable financials.
Financial Technology Implementation
We implement financial technology solutions that increase efficiency, reduce costs, eliminate errors, enhance reporting capabilities, and mitigate risk. Our approach ensures your systems are aligned with your business needs, fully integrated, and optimized for performance and scalability.
Mergers & Acquisitions
We support the full M&A process by providing business valuations, conducting financial due diligence, assessing deal value, and identifying integration risks. We assist CEOs in negotiations and deal structuring, and manage the seamless integration of financial systems to ensure long-term success post-transaction.
What Our Clients Are Saying
