• Home
  • WHY US?
  • Fractional CFO
  • Interim Management
  • Engagement Highlights
  • M&A and Integration
  • Bankruptcy
  • THE FIRST 60 DAYS
  • AI: THE CFO ADVANTAGE
  • FREE CASH MANAGEMENT TOOL
  • About
  • CONTACT US
  • More
    • Home
    • WHY US?
    • Fractional CFO
    • Interim Management
    • Engagement Highlights
    • M&A and Integration
    • Bankruptcy
    • THE FIRST 60 DAYS
    • AI: THE CFO ADVANTAGE
    • FREE CASH MANAGEMENT TOOL
    • About
    • CONTACT US
  • Home
  • WHY US?
  • Fractional CFO
  • Interim Management
  • Engagement Highlights
  • M&A and Integration
  • Bankruptcy
  • THE FIRST 60 DAYS
  • AI: THE CFO ADVANTAGE
  • FREE CASH MANAGEMENT TOOL
  • About
  • CONTACT US

THE FIRST 60 DAYS

What Happens When an Experienced Interim CFO Walks In

  • Week 1–2: Complete diagnostic (financial review, stakeholder interviews, preliminary assessment and recommendations)
  • Week 3–4: Detailed action plan (improvement opportunities, cash forecasting, financial reporting framework, stakeholder communication)
  • Week 5–8: Execution begins (implement financial controls, establish KPIs, deliver credible monthly reporting, begin improvement initiatives)
  • Week 9+: Transition to permanent CFO, lead ongoing value-creation initiatives, or continue as interim as needed

Get in Touch

CORE DELIVERABLES

Financial Controls & Reporting

Financial Controls & Reporting

Financial Controls & Reporting

  GAAP financial statements closed on predictable schedule. Activity-based costing so you know profitability by product and customer. KPI dashboards tracking metrics that drive value. Lender-grade reporting that rebuilds stakeholder confidence.

Cash Forecasting & Liquidity

Financial Controls & Reporting

Financial Controls & Reporting

13-week rolling cash forecasts. Daily/weekly cash position reporting. Working capital optimization. Bank relationship management and covenant monitoring. ABL facility optimization.

EBITDA Improvement & Margin Expansion

Strategic & Operational SupportHuman Resources

Strategic & Operational SupportHuman Resources

 Identify $500K–$2M+ in hidden EBITDA within 60–90 days. Build credible improvement plan with assigned owners. Execute on cost reductions and efficiency gains. Track results with accountability. 

Strategic & Operational SupportHuman Resources

Strategic & Operational SupportHuman Resources

Strategic & Operational SupportHuman Resources

For M&A: financial consolidation, synergy identification, and duplicate function elimination. For growth: financial infrastructure and strategic planning. For exit: earnings normalization and positioning.

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