Services*
Silicon Valley CFO provides emerging technology companies with CFO
level financial management and advisory services on an as needed,
part-time basis. Most early stage venture funded companies are focused
on matters core to the business such as R&D, marketing and
distribution and do not want to invest in developing financial
infrastructure. However, there are needs that must be met and
establishing the proper financial framework early on saves time and
money later on. By bringing on a professional part time CFO these
organizations can rest assured that their financial strategy and
compliance issues will be addressed.
Services range from the tactical, such as getting your financial infrastructure in place to addressing more strategic financial issues surrounding fundraising, business plans, business models and then everything in between.
* Preparation and review of annual budgets * Detail quarterly forecasting * Business metrics * Business model analysis * Margin and profitability analysis * Cost of sales analysis * Monitor cash flow and cash planning * Implementation of benefit programs * Sales compensation plans and other incentive based plans * Compliance * Policies and procedures |
* Train and oversee office management personnel * Real estate leasing negotiation * Facilities and vendor management * Establish finance and accounting functions * Develop initial accounting records & procedures * Selection & management of public accounting firm * Preparation for audit and tax return * Develop financial metrics and reporting regime for management of the business * Create and evaluate internal controls * Implement technical accounting rules such as software revenue recognition and capitalization of software development costs * Implementation of accounting systems * Preparation of standard financial package for board of directors and investors |
* Assistance with equity/debt fundraising * Business plans * Investor presentations * Banking and leasing arrangements * Restructuring plans to facilitate cost cutting and merger activities * M&A due diligence activities * Preparation/maintenance of capitalization tables * Cash management and cash projections * Contract coordination and negotiation * Extensive network of bankers, accountants, lawyers and other professionals |