Fractional CFO Services For My Client

Indicators your client could benefit from a fractional CFO:

  • Bankers – getting financial statements late and incomplete, without financial or cash flow projections
  • CPA’s – the main accounting person you work with is not giving you good data
  • Insurance agents – you’re working directly with the owner of the company on all insurance matters
  • If your client has a financial point of pain the company is experiencing that the owner/CEO tells you about in your role as a trusted advisor

Referrals to NextGen CFO

If you have a client that could use our services, we’d welcome a referral. We will start with a no-cost initial consultation and propose the best solution for the company (even if we are not the best solution).

If your client decides to engage NextGen CFO, our assignments typically include one or more of the following deliverables: 

  • Fix the point of pain or main reason we’ve been engaged
  • Free up the owner/CEO to run and grow the business
  • Oversee the controller or top financial person to get timely and accurate output
  • Serve as a member of the senior leadership team
  • Manage short and long-term cash flow
  • And others as needed...
Fractional CFO Services for my client

Refer A Client

We invite you to refer a client for a no-cost initial consultation, from which we will be able to propose solutions for their consideration. Please complete the brief form at right to provide your client's information. 

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