Advisory - Financial Accounting & Advisory Services
CFO-led Services
Grow smarter with the depth and breadth of CFO-led services.
Marcum LLP delivers a range of finance, accounting and executive support services to help early-stage and rapidly growing companies scale successfully.
Make sure your startup or small business doesn’t become a statistic. Grow smarter with the depth and breadth of CFO-led services – from chief financial officer (CFO) to controller and bookkeeper, we’ve got you covered.
Our clients enjoy access to a team of professionals who bring a rich blend of strategic and tactical experience. Pay only for the services you need, when you need them, and scale your team up or down quickly in response to your evolving business environment.
FRACTIONAL & PART-TIME CHIEF FINANCIAL OFFICER SERVICES
General Management
- Chief financial officer (CFO), Controller, Bookkeeper
- Contracts development & negotiation
- Strategy development
- Management team meeting participation
- Board preparation & attendance
Planning & Modeling
- Business plan development
- Business & pricing model development
- Budgeting/forecasting system implementation & management
Business Optimization
- Dashboard development & maintenance
- Virtual data room setup & maintenance
- Administrative document management
- Paperless office
Financial Management
- Key performance indicators
- System selections & implementation oversight
- Audit preparation & engagement
- Proper revenue recognition
Relationships
- Banking
- Insurance
- Audit /tax
- Legal
Cash & Risk Management
- Treasury
- Insurance
Equity
- Cap table
- Stock options (inc. 409A valuations)
- Investor relations
Contacts
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