The CFO Squad: Flexible, Low Cost Outsourced CFO Services for Private and Public Companies
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The CFO Squad is a premier provider of a wide range of outsourced accounting and financial business services to both private and public companies, designed to add significant value to a company’s financial health and performance through a low-risk, flexible cost structure. Clients can choose from a comprehensive suite of financial and administrative management solutions for their business. The CFO Squad has a team of seasoned professionals with over 100 years combined experience as public and private company CFOs, including diverse experience in SEC regulatory compliance and reporting, corporate finance, operations management, strategic planning, raising capital, managing and improving cash flow, and handling regulatory and compliance projects. Learn more at www.cfosquad.com.
Transcript of The CFO Squad: Flexible, Low Cost Outsourced CFO Services for Private and Public Companies
Your Connec*on for Success
Agenda
§ Industry Trends
§ About The CFO Squad
§ CFO Services
§ Next Steps
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Industry Trends:
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CFO Outsourcing
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What are CFO’s Looking to Outsource?
0% 10% 20% 30% 40% 50% 60%
Governance, Risk, & Compliance Projects
Taxation
Business Systems/Performance Mgmt.
Finance and Accounting
*900 CFOs Rank Top Outsourced Categories:
*Source: 2013 Robert Half Mgmt CFO Survey
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IPO Growth Drives CFO "On-Demand" Model
“…2014 will see 250-‐300 IPOs in the first 3 months of 2014 – a level not seen since the financial crisis hit in 2008…” – E&Y
About The CFO Squad
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Driving Our Clients’ Success.
The Squad: Our Mission
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“Deliver superior caliber outsourced accounPng and financial business services, coupled with unique industry experPse to our clients – adding significant value to their business through a flexible cost structure.”
What We Do
§ Outsourced accounIng and financial business services
§ Experienced CFOs (private and public sector) across several strategic industry verIcals
§ Improve your financial health/performance via low-‐risk, flexible cost structure
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§ AddiIonal transacIonal support – Advisory services
– Business development services
§ 100+ years combined CFO experience – SEC regulatory compliance & reporIng
– Assistance in raising capital
Why We Are Different
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§ We provide virtual financial reporIng
§ We specialize in organizing financial records
for cerIfied GAAP and SEC audits
§ We use our own financial reporIng tools & processes decreasing audit Ime
§ We become your financial management hub coordinaIng with a_orneys, auditors, and investors
“Michael Armandi Joins CFO Squad, Adding Next Generation Audit
System Service for Clients”
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Our Team - Management
Joseph Himy Managing Director
Management
Experienced CFO with 20 years of diversified practice with a broad range of industries and businesses.
Mark Corrao Managing Director
Former CFO with 30 years CPA experience, and involved in numerous IPO’s and reverse mergers.
Michael Armandi COO
Thirteen years of business finance, accounting, tax and corporate auditing experience, including at Arthur Andersen.
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Our Team - Advisors
Shai Stern CEO CheckAlt
Advisors
CEO of CheckAlt, LLC, a Check 21 application company specializing in check processing, mobile payments, and m-commerce
Ben Kohen CPA
Forensic accounting expert in relation to bankruptcies and litigations, with specialization in areas of reorganization, insolvency & litigation support
Scott Korman President Nashone
President of Private Equity Firm Nashone, Manufacturing Senior Executive, and Turnaround Specialist
Our Clients Span Multiple Industries
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Specialty Dairy Product Company
Regenerative Medicine Company
Electronic Asset Recovery Company
Movie Production Company
Telecommunications Company
Patent Enforcement Company
Beverage Company
Media & Marketing Company
CFO Services Overview
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CFO Services
CFO Consul*ng
Financial Support
Internal Control Advisory
Specialty Consul*ng
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ü ü ü ü
Improve Efficiencies.
CFO Consulting Services
The CFO Squad can help your company’s finance department reduce its operaIng costs while improving efficiency and the quality of informaIon.
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ü Interim CFO Services ü Part Time Resources ü Outsourced AccounIng
ResponsibiliIes ü Retained Search
Plan and Report BeNer.
Financial Support Services
The CFO Squad professionals can assist with monthly, quarterly, and annual year-‐end close, and all your strategic planning and budgeIng requirements.
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ü Financial reporIng for public and private companies
ü Pre-‐audit preparaIon services ü Mergers and acquisiIons ü Due diligence
Protect Company Value.
Internal Control Advisory
The CFO Squad can help you design, document, and test your internal controls to protect enterprise value and prevent financial and reputaIonal loss.
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ü Develop and document policies and procedures
ü Internal audit ü Assessment of exisIng
internal controls ü SOX compliance
Bring Teams Together.
Specialty Consulting
The CFO Squad experts provide a bridge between outside auditors, internal accounIng staff, and outside counsel in a mulItude of areas.
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ü LiIgaIon support ü Forensic accounIng ü Bankruptcy / Turnaround ü AnI-‐Money Laundering
Compliance ü Due Diligence
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Our Unique Approach
§ Assessment
§ SoluIon offerings and proposals
§ Performance
§ Measurement & monitoring
§ Adding value
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Our Network Working For You
§ Legal counsel associaIons § Service provider alliances § AccounIng firms § Investment bankers
§ Experienced personnel
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For More Information
§ NY OFFICES – New York
– Long Island
– Montebello
§ CONTACT: – Email: [email protected]
– Phone: 845-‐613-‐3399
– www.cfosquad.com
– @CFOsquad
