What services do small businesses need?

Our Fractional CFOs perform all the same functions as a full-time CFO would.  RockRidge Financial’s “CFO for Hire” program provides high-level strategic finance and accounting services to your company in a manageable way. Our common services include:

• Monthly review and analysis of financial statements
• Forecasting cash, revenue, expenses and profit
• Annual budgeting
• Monthly budget vs. actual variance analysis
• Strategizing with management and providing financial expertise
• Negotiating debt arrangements
• Creating a business transition plan to maximize your return on your business
• Managing insurance requirements
• Maintaining relationships with banks, lenders, insurance brokers and investors
• Analyzing customer acquisition costs and lifetime values
• Working with CPAs on annual tax filings
• Performing due diligence and valuation on business acquisitions