Most businesses need the expertise of an experienced CFO, however, the cost is often out of reach for businesses trying to direct as much cash flow as possible into developing their product or service. Summa makes having a CFO affordable, giving your business the expert guidance it needs.

No matter if you’re a growing small business or a start-up, we can work together to create a plan that works for you.

Here are some of the ways Summa CFO for Hire can help:

Strategic Analysis – All Stages

  • Debt/Equity financing

  • Financial Analysis

  • Contract review

  • Audit management

  • Bank/third-party reporting

  • Management/BOD Reporting

  • Development of internal controls

  • Dashboard & KPI reporting

  • Budgets & forecasts

  • Financial modeling & scenario planning

  • Automation of routine transactions processing

Growth Stage

  • Insurance & risk management

  • Compensation planning

  • Mentor/Train key personnel

  • Financial due diligence

  • Performance Analysis & Benchmarking

  • Accounting/ERP implementations

  • Operational Audit

  • Capital Planning

Established Businesses

  • Financial analysis

  • Performance Management

  • Merger and acquisition management

  • Post-merger Integration

  • Review & documentation of policies/procedures

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