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