On-Demand CFO Services

As a business owner, you recognize the importance of your company’s financial well-being. Also, as a business owner, you do not have time to accurately track all the many aspects that impact the bottom line. You need expert assistance and that is what CFO Shield’s CFO On-Demand Services can provide. Our seasoned professionals become your strategic partner to restore, track and improve the finances of your business. By implementing proven systems and reporting, you will be able to more accurately understand the season you are in and create better plans for the future.


CFO-On-Demand Services through CFO Shield:

Budgeting and Forecasting


Management Reporting Packages

SBA Loan Applications, Including preparation of needed business plans

Raising Capital, Debt or Equity

Financial Statements

Financial Analysis

What if Scenarios

Strategic Planning

Exit Strategy

Process Improvement

Risk Management

Advanced Excel Projects

Finance Consulting

Cash Flow Optimization

Analyzing Potential for future Products, Services, Markets, and Customer Segments

Assisting businesses with commercial loan applications

Benefits of Utilizing CFO Shield Payroll Resources:

Increase knowledge and understanding of your industry and potential opportunities

Avoid financial challenges and setbacks

More flexibility and less cost

Better, more dependable advice with an independent frame of mind