Interim CFO
Bring CFO expertise to your business without the overhead
You need a CFO’s skills — without the CFO. (We know it’s not personal — it’s business.)
Agile leadership | Strategic planning | Financial preparedness
Missing financial leadership = missed opportunities
CFOs work with you to analyze and understand your business practices, policies, and procedures from the ground up.
How is your business funded? A CFO helps you stay fully funded by helping you raise capital for growth. Deploying capital correctly and effectively can be the difference between staying in business or closing the doors.
Data-driven decisions have never been more important. A CFO filters the noise out of financial data to help you make smart decisions.
Filling the CFO gap for businesses
Your business has one-of-a-kind needs, but we’re experienced at becoming that team member you didn’t know you needed.
Financial planning and analysis. Funding. Compliance. We step in and handle these things so you don’t have to.
At InVertex Group we’ve built a reputation of being the “trusted advisor to the trusted advisor.” Bring us on board and see what we can do to help you in making your business as successful as ever!
FAQs
What kinds of organizations need an Interim CFO?
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Interim CFOs are the chameleons of the C-level leaders — they can fit in pretty much any place. An Interim CFO might work for organizations in the technology sector, consumer goods, and nonprofits and be equally effective in all of them.
Why? For Interim CFOs, it’s all about helping businesses run a tight financial ship — stellar accounting, well-executed policies and procedures, long-term strategizing.
These needs are consistent no matter what industry or what stage you’re in, and an Interim CFO steps in and helps you take them on. We’ve worked with hot-shot startups to companies that have been around for decades — all with exceptional results.
We love our bookkeeper and/or accountant — they’ve never steered us wrong. Why would we also need a CFO?
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Your bookkeeper/accountant is probably a really awesome person and great at their job. But even if their QuickBooks files are unimpeachable, that doesn’t mean they’re the right go-to for your complex financial decision making and strategizing.
An Interim CFO doesn’t replace anyone on your current staff. Think of us as the ketchup along with your French fries. You wouldn’t want just the ketchup, but do they make the French fries better? Undoubtedly. We work with your bookkeeper/accountant to understand your accounting systems, processes, and financial reporting.
As a team, we help your decision-makers understand the full scope of your financial needs internally and externally. Legal and regulatory issues, tax compliance, healthcare, and insurance questions, whatever you might come up against. Our experience can help you navigate these issues.
Okay, so how do we know we’re ready for an interim CFO?
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If you’re asking if you’re ready for a CFO, you’re probably finding yourself facing some tough issues as you grow:
- How do I handle these increasingly complex financial reports? Am I doing them right? Am I using them to make the best decisions possible for my business?
- Business is doing well, but I think we could be doing better if we were adhering better to our budget across departments
- We really need to expand and hire more staff to handle business, but what’s the most cost-effective way to meet demand?
- We’ve got an opportunity, but does it make sense based on our financial projections?
Success can be as big of a challenge as its opposite. Growth can tie up cash, require management and oversight, and strain resources. While a bookkeeper or accountant can give you numbers and spreadsheets, a CFO specializes in helping organizations strategically analyze and deploy resources.
How you scale your business is unique to your situation, but if you’re finding yourself concerned about missing opportunities and managing your resources, investigating an interim CFO is a smart move.
You don’t need a CFO to benefit from CFO leadership
Our menu of interim CFO services is entirely customizable. Here are a few of the areas that we specialize in, though.
Budgeting, planning, and analysis
- Financial analysis and modeling
- Financial and operational management reporting
- Performance metrics definition
- Profitability analysis
CFO support
- Cash flow management
- Financial planning and analysis
- Income tax issues
- Operational performance review
Valuation
Financial reporting and compliance
Internal and external audit readiness
- GAAP compliance
- Financial restatements
- Accounting policies and controls
"The entire InVertex team is extremely knowledgeable. They care about the people and individuals that I refer to them, which makes me comfortable knowing they’re in good hands. Everyone at InVertex listens and becomes familiar with their situation and works to find a good solution for the client, often giving suggestions and business tips along the way.
Paul, Will and Paul are true assets — full of know-how, contacts and current information. Even if you think there’s no answer, they can help find a solution.
With deals closed in excess of $10M and being able to find financing for business purchases and refinancing during bankruptcy, InVertex is able to score a win for any team."