Concierge CFO Services.

Services

Interim CFO Support Services

Why Choose Us?

We have experience providing short-term or interim services that are customized to the needs of businesses across a broad range of industries.  We can help cover immediate short-term gaps to keep your business operating successfully while you work to hire permanently.  We can even help you identify the right candidate for the permanent hire and then train them once they get started.

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How Does Foree Branch Consulting Help with Interim CFO Services?
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Concierge CFO Services

Who can benefit from Concierge CFO Services:

 

  • People looking for someone to cover for a CFO who recently left.
  • People looking for someone to cover while they hire a first time, new CFO.
  • People looking for someone to train an in-house staff member to grow into the CFO role.
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Ways we can help: 

Assist
Assist with hiring new CFO (review resumes, conduct interviews, test competence and skillset, etc.)
Cover
Function as temporary CFO until new person starts.
Qualify
Interview current in-house staff to identify someone capable of stepping up to fill CFO role for the first time.
Train
Provide training to new outside or internal hire on how to effectively function as CFO.

Controller Services

Who can benefit from Controller Services:

 

  • People looking for someone to keep the lights on and the bills paid while they look for someone to fill permanent position.
  • People looking for someone who can produce financial reports to cover for someone who left.
  • Someone looking to take over from owner/CEO who needs to work on growing the business.

Ways we can help: 

Aid
Assist with hiring new controller.
Function
Function as temporary controller until new person starts.
Interview
Interview current in-house staff to identify someone capable of stepping up to fill position.
Mentor
Provide training to new hire.
Operational Support
Keep the business operating while search for permanent controller is conducted.
Assess
Identify areas for improvement, work on making immediate changes, provide list to new hire, assist as needed in completing list.

Strategic Planning Services

Who can benefit from Strategic Planning Services:

 

  • People for whom employee turnover has caused a loss of institutional knowledge that is setting the business back.
  • Those who know they need a strategic plan to chart their course 1 yr, 5 yrs, 10 yrs into the future, but are right now just trying to survive their day.

Ways we can help: 

Bridge
Fill in gaps left by departing employees, work to identify and if possible, recover institutional knowledge.
Strategize
Work to identify gaps in current strategic plan or lead a strategic planning process to produce a first or updated plan to accomplish 1-, 5-, and 10-year goals.

Administration Services

Who can benefit from Administration Services:

 

  • People who need help keeping the daily operations on-schedule, on-budget, and operating efficiently.
  • People who are trying to cover all the bases and details, but there are simply too many for them to handle on their own.
  • People who are struggling to get reports, financials, decisions, etc. done on time because they are pulled into so many directions.

Ways we can help: 

Identify
Identifying and correcting inefficiencies to generate cost savings and automate repetitive tasks.
Document
Documenting policies and procedures to increase standardization and improve employee and customer experiences.
Facilitate
Assisting staff in producing reports, completing tasks, and recommending data-driven decisions.

Human Resource Services

Who can benefit from Human Resource Services:

 

  • People who have growing businesses and are at a place where they know they need to have formal HR policies and procedures, but don’t have the time or expertise in-house to produce them.
  • People who are looking to fill an HR position that is vacant (either because it’s new or someone left) and need help covering the gap before the new person starts.
  • People who need assistance covering payroll production.
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Ways we can help: 

Compliance
Policies and procedures development.
Training
Staff, manager, and executive training regarding labor law compliance.
Bridge Services
Serving as outsourced HR staff until in-house staff can be hired.
Recruitment
Assist with the hiring process and new hire training.
Develop
Develop onboarding processes.
Payroll Services
Oversee payroll process/production until new staff can be hired.

Risk Management Services

Who can benefit from Risk Management Services:

 

  • People who are concerned about compliance with local, state, and federal laws in areas that they have no expertise (labor laws, etc.).
  • People who understand the need for a comprehensive risk management plan to deal with unexpected interruptions.
  • Those wanting to avoid a lawsuit (either a first one or repeat).

Ways we can help: 

Assess
Complete an assessment of current operations and make recommendations to improve compliance and reduce the likelihood of lawsuit, employee or customer injury, etc.
Risk Management
Develop a comprehensive risk management plan including a disaster recovery (business continuity) plan.
Provide
Provide compliance training.
Reporting
Assist with compliance reporting.

Services

We Help Businesses Succeed in BIG Ways!

Contact Us Today!