Outsourcing Your CFO Duties? Experience Matters!
Rachel Shaw has over 20 years experience in high-level business and accounting roles. As a Fractional CFO and Controller, Rachel can provide the following services:
- Reviewing the financials and transactions and offering assistance in the application of Generally Accepted Accounting Principles (GAAP) and improving the quality and timeliness of financial reporting
- Streamlining existing chart of accounts for more insightful reporting
- Report writing and automation
- Financial reporting insights and training for managers
- Profitability analysis by line of business and/or departments
- Identification and reporting of Key Performance Indicators (KPIs)
- Assistance preparing for an external audit or review
- Providing experienced oversight, assistance, training, and feedback for company accounting staff
- Cash flow analysis and monitoring along with suggestions for improving cash flow
- Documenting accounting and operational policies that are efficient and training staff to implement and adhere to policies
- Assistance budgeting, both annually and/or rolling based on forecast
- Negotiating services and contracts with service providers including bankers, corporate credit card providers, 401k, payroll providers, employee benefits, insurance and providing consulting in these areas. Assistance implementing systems in these areas and integrating with accounting systems if applicable.
- Accounting system selection and implementation
- Liaison with your tax accountant to implement tax planning strategies and bridge the gap between book and tax reporting