Baker CFO Advisory, LLC
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YOUR CART

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Services

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We're here to find or provide the financial leadership resources you need. Summarized here is a list of services commonly needed by growing and/or stable companies to meet their needs. Reach out, and we can discuss how we may be able to customize a solution for you!

I have served as interim CFO for several non-profit companies for periods of one to six months. Additionally, I have provided consulting services to several other non-profit companies. Types of services I have provided to all these clients include business office process improvement, financial reporting analysis and improvement initiatives, accounts receivable valuation analysis (evaluate net vs. gross accounts receivable), board training, staffing analysis, cash management, new program analysis, budgeting development and analysis, along with several other services as listed below.

Strengths and Services:
  • Budgeting and Forecasting
  • Revenue analysis
  • Outsource CFO - interim/temporary or permanent
  • Outsource controller
  • Recruiting accounting staff and/or executives!
  • Turnaround management
  • Bookkeeping - startup set up and on-going
  • Tax Planning
  • Merger and Acquisition Analysis and Due Diligence
    • Decision support
      • Is it time to sell?
      • What to do to prepare to sell?
      • How do we grow through acquisition?
      • How do we obtain financing?
    • Valuation analysis
    • Buyer side or seller side representation
    • ​Seller readiness and preparation assessment​​
  • Internal Controls Assessments
  • Strategic Planning
  • Business Process Improvement
  • Audit assistance
  • Special projects and consulting
  • Start-up planning
  • Business Office Planning and Setup
  • Financing analysis
  • Governance and leadership training
  • Accounting policy updates and implementation
  • CFO Coaching - helping new CFO's be better!
Bookkeeping Services will especially be customized for you.  Standard monthly pricing will be made available to you based on your needs.  Whether you need a one time project, such as training or set up, or on-going monthly and year-end accounting, we will work to develop a solution for you.

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Contact:
Phone: 781.854.2248
Email: Karl@BakerCFOadvisory.com
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