Fractional CFO Services

When a business experiences a period of rapid growth, it is often the culmination of strategic planning, investment, and risk coming together. While it is almost always welcome, such rapid changes can present certain challenges. Specifically, when it comes to accounting and finance. The rapid growth and change creates a new need for senior level financial leadership. However, for many, that expertise is not available in-house and the cost to hire a C-level financial executive is far too costly. To maintain the success and position the company for future growth, amongst other objectives, businesses enroll the assistance of a fractional CFO.

Need strategic financial leadership without a full-time hire?

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How JLK Rosenberger Can Help

The option of outsourcing offers several benefits beyond just the cost saving of not having to hire. Fractional CFOs are seasoned professionals and have years of experience helping businesses tackle accounting and financial challenges. They can help optimize financial management, implement financial strategies to support growth, enhance strategic decision-making, and are scalable. This means that as the company’s needs grow, the outsourced provider can adapt to changing needs.

JLK Rosenberger works with numerous companies across various industries, including insurance, to help manage growth and provide the needed financial management support. Our team members have held senior financial leadership positions and can effectively handle the most demanding challenges. Whatever your need, JLK Rosenberger is ready to assist.

While our fractional CFO engagements are customized to meet the needs of each client, we do offer a variety of services, including:

Strategic Planning & Analysis – This includes assistance with developing a financial strategy, budgeting and forecasting, KPI development, tracking, and financial reporting.
Cash Flow Management – In this area, we monitor and optimize cash flow to maximize working capital. Attention is also given to creating cash flow forecasts to predict future positions and identify potential shortages or surpluses.
Capital Acquisition – This includes driving acquisition efforts by preparing financial models, pitch decks and investor presentations. We also help structure financing and identify potential lenders/investors.
Risk Management – This involves uncovering and managing financial and operational risks and ensure compliance with regulatory standards, tax compliance, and financial reporting. Attention is also given to the review and enhancement of internal controls to ensure accuracy and prevent fraud.
Financial Systems Optimization – We can evaluate the current financial management software and related internal systems. Based on this assessment, we recommend and assist with the implementation of new processes that streamline operations improve overall reporting.
Cost Management – This includes analyzing overall costs, including production, labor and overhead to identify potential areas of cost reduction. We conduct profitability analysis by product, services, or segment. Finally, we review pricing strategies and contracts to optimize revenue.

Interested in learning more? Contact us today to discuss how we can navigate your needs.

CLIENT TESTIMONIAL

JLK stands out for their personalized approach. They took the time to understand my unique financial situation and goals, offering tailored advice that significantly benefited my financial health. Their proactive communication and transparency have given me confidence and peace of mind, knowing that my finances are in capable hands.

Bijan Abdi
Freedom National