Growing companies often need the expertise of a Chief Financial Officer (CFO) but lack the budget to hire a full-time professional. James Tonelli and Debbie Sheedy are experienced, outsourced Chief Financial Officers who can establish financial clarity and provide rigorous reporting for a company's management team. With four decades of accounting experience, they bring immediate value to the strategic decision-making process and create key management reports that outline current organizational performance relative to established benchmarks.

As an Outsourced, Fractional CFO, James or Debbie Will

  • Establish key performance indicators (KPIs)
  • Prepare financial reports for the management team, board of directors, lenders, regulators, and shareholders in accordance with GAAP
  • Monitor corporate cash flow and liquidity
  • Track company performance relative to planned performance
  • Create budgets and financial models
  • Provide ad hoc financial analyses
  • Manage accounting and finance personnel
  • Assist with funding initiatives
  • Manage debt-issuance and investments
  • Optimize risk-adjusted return on assets and return on capital
Contact Jim or Debbie