Outsourced CFO and Controller Services
Often Keystone is asked to help businesses that don’t have a dedicated business leader overseeing the financials of the company to serve as their “outsource CFO.” In these cases, Keystone acts as a member of your team, overseeing financial strategies and processes, proactively managing all aspects of your finances.
Keystone’s Outsourced CFO Services Include:
- Oversee finance and accounting organization, including coaching and developing staff
- Prepare regular reporting, including analysis of financial statements
- Manage banking, CPA, insurance, legal and other professional relationships
- Prepare reports and present to boards and/or committees
- Maximize working capital by managing trade receivables
- Control costs and expenditures, including ongoing review of all variable and fixed costs
- Accounting process and procedure re-structure and re-design
- Gross profit and break-even point analysis
- Prepare and monitor operating budgets
- Cash flow management and projections
- Business analysis and evaluation including business strengths and weaknesses report
- Development and maintenance of financial dashboards and benchmarking reports
- Accounting software implementation or re-structuring