Services
DECIDING WHICH FINANCIAL PROFESSIONAL YOU NEED
In the early stages of a company's development day-to-day financial management is performed primarily by the
Controller with strategic advice provided by the interim CFO. This type of resource allocation
enables our clients to cost-effectively obtain the skills they need only when they need them. As a
company grows, the need for CFO services increases. The chart below outlines how we recommend our clients
leverage our expertise while minimizing their expenditures on the finance function.
CFO AND CONTROLLER SERVICES
Our team of highly experienced finance professionals perform the duties of a CFO and/or a Controller.
The CFO is primarily responsible for mitigating the company's financial risk. In the early
stages a CFO focuses on cash flow management and investor reporting. At later stages a CFO is instrumental in
running all aspects of financial management and serves as a partner to the CEO.
The Controller is the point person for all issues related to accounting and financial
reporting. Like the CFO, Controller responsibilities very by company stage of development. Early on the
Controller acts as a bookkeeper, making sure that every dollar that is spent is recorded and spent wisely. As
the company grows, the Controller is responsible for budgeting, financial reporting and establishing internal
controls. It is also common for Controllers to oversee benefits and compensation for company employees.
David Powell Financial Services Division CFO and Controller Services include:
CFO
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CONTROLLER
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ASSET PLANNING & PRESERVATION
- Maximize Return on Assets
- Optimize Cost of Capital
- Cash Flow Management
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ACCOUNTS RECEIVABLES &
COLLECTIONS
ACCOUNTING FIRM SELECTION
ACCOUNTING SYSTEMS
- Selection & Implementation
AUDIT SUPPORT
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BANK RELATIONS
- Negotiate Lines of Credit
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BENEFIT ADMINISTRATION
- Stock Option Plans
- Pension and 401k Plans
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BOARD CONCERNS
- Provide Internal Audit Controls Review
- Review High-Risk Accounting Areas, including Revenue Recognition
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BUDGETING, PLANNING, FORECASTING
CASH MANAGEMENT
- Establish Monitoring Systems
- Credit Management
- Accounts Payable Management
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CEO ADVISORY |
INSURANCE & RISK MANAGEMENT
- Evaluate Insurance Needs
- Foreign Exchange Risk
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DEBT FINANCING |
SEC REPORTING |
INVESTOR RELATIONS
- Board Decks and Dashboards
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STOCK OPTION ACCOUNTING
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INTERNATIONAL OPERATIONS |
TAX PLANNING & SUPPORT |
LEGAL & TAX ACTIVITIES |
STRATEGIC PLANNING |
TRANSACTIONS
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TURNAROUNDS & WORKOUTS |
VENTURE CAPITAL FUNDING
- Determine Needs
- Negotiate Terms
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We invite you to contact us to discuss your specific needs.
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