What type of CFO do you need?
Advisor in the C suite
- Expert advice for strategic financial decision-making
- Develop actionable plans aligned with long-term goals
- Financial management with leadership for enhanced business efficiency (e.g. monthly financial review with leadership team)
- Identify and mitigate potential financial and operational risks
- Optimize resource use for better efficiency and savings
Oversee finance team
- Weekly or biweekly meetings to review deliverables, timelines, content, and status
- Provide insights on processes and systems discovered during the review process
- Guidance and mentorship for accounting and finance team
- Ad hoc analysis and advice on team skillsets, structure, compensation, and succession
Proactive financial help
- Manage cash flow
- Vendor selection process (banks, insurance, legal, IT, finance systems, training, and development)
- Manage outside relationships such as banks, accounting and bookkeeping firms, and auditors
- Review and redesign financial processes to ensure productivity and efficiency
- Review systems in place and suggest improvements for productivity and efficiency
- Annual review of accounting and finance team structure, skillsets, performance, and compensation
- Assist with recruitment for accounting and finance team if necessary
Client Testimonials
“If you want a practical, dynamic CFO group that supports you when you need it, and is flexible enough to work alongside you, Imperial Advisory is absolutely the team to partner with. I really appreciate all they’ve done.”
Oliver Stauffer PTI Packaging Technologies & Inspection“Imperial’s detailed financial analysis gave us clear visibility into our cash flow, break-even point, and marginal costs — insights that enabled us to identify underpricing, adapt our strategy, and confidently expand.”
Matt Sweetwood Phoenix Molecular“Every leader knows that no single idea or vision alone makes something successful. It is the collective wisdom of everyone supporting you, and that is why great support matters. That is exactly what I have found with Imperial.”
James Loughlin Midwest Tankermen