CFO & CONTROLLER SERVICES

For some small to medium-sized businesses, particularly those in a growth mode, the services, guidance and management of a controller or a Chief
Financial Officer (CFO) are vital. The Beard Group is available to provide these
services. They can be provided remotely, very cost effective, or in person. We
provide contract CFO and controller services to for-profit as well as non-profit organizations.

As a contracted CFO or controller, we not only assist with management, but we
train existing staff on policies and procedures that are currently in use as well as assist management in developing new policies, procedures and strategies aimed at achieving their business goal and objectives.

As with all services offered by The Beard Group, we offer potential clients a free
initial consultation to determine if we are a fit for their company and the feasibility of establishing a formal relationship. To get the ball rolling give us a call at 678-362-7323 or complete the online information form.

Typical Controller and CFO Services:
 Financial analysis and reporting
 Operations review
 Cash flow planning and analysis
 Strategic planning
 Financial forecasting
 Training for in-house accountants and bookkeepers
 Comprehensive tax planning
 Profit analysis and improvement

We Advise and Consult in the Following areas:
 Raising capital
 Due diligence
 Risk management
 Government compliance
 Pricing, margins and cost analysis
 Exit strategy planning
 Business and financial planning