Special Projects

A company may be handling multiple projects that can put pressure on the company’s staff to complete the projects on time. North Star CFO offers project-based CFO consulting services to complete special projects promptly.

Ongoing projects

North Star CFO can help a company that has ongoing projects and needs CFO consulting services weekly, monthly, quarterly, or annually.

This includes covering for an existing CFO, Controller, or Finance Manager during their leave, as well as assisting organizations in transition after the departure of a CFO, Controller, or Finance Manager, which includes orienting new employees.

Examples of project-based CFO consulting services

This list represents examples of consulting services to help companies meet their financial needs and objectives.

The services are sometimes referred to as contract-based, interim, outsourced, fractional, on-demand, virtual or remote. Project-based CFO consulting services cover all these categories by providing services when and how often they are needed.

The services can be tailored to your needs, whether short-term or long-term, and one-time or recurring, including part-time. North Star CFO can perform them either remotely or onsite.

Contact us if you have other projects not listed.

Budgeting and forecasting

  • Financial analysis, budgeting and forecasting including cash flow forecast

Cash flow management

  • Banking relationships
  • Lender relationships
  • Treasury including cash management

Financial reporting

  • Accounting for multiple locations and corporations
  • Cost Accounting including cost management
  • Pricing analysis
  • Report design including profitability by customer and product
  • Support for month-end and year-end

Forensic accounting

  • In-depth investigations
  • Reconciliation of complex records

Human resources

  • Employee benefits programs
  • Training, development and mentoring for finance and non-finance staff

Information Technology

  • Implementation of accounting software, data migration, testing, user roles, mapping chart of accounts
  • Software including Sage 300, ProContractor by Viewpoint, QuickBooks Enterprise, SAP Concur, Sirius, and Tailwind
  • Information systems and technology

Organizational management

  • Oral and written communication
  • Policy development
  • Process improvement
  • Project management
  • Restructuring Finance functions, defining roles, responsibilities, and authorities

Performance measurement

  • Calculation of Key Performance Indicators (KPI)

Planning

  • Business plan
  • Strategic planning

Risk management

  • Compliance
  • Governance
  • Internal auditing
  • Risk management

Startups

  • Budgeting and forecasting including cash flow projections
  • Cash flow management
  • Financial reporting
  • Insurance and legal management

Do you need help or have any questions?

Contact me at North Star CFO if you need help or have any questions.