Fractional CXO Services
You get the benefits of having a seasoned senior executive on your team without the cost, commitment and administrative hassle of hiring one full-time.
FRACTIONAL CFO
- Entrepreneurial
- Sector Agnostic, but focus on high growth companies with emphasis on technology
- Financial Leadership
- Strategic Value Add
- Focus on People, Company, and Financial
Coaching / Mentoring
- CEO or head of accounting and finance
- Subjects include any of the below
- Best practices
- Policies and procedures
- Hiring
- Budgeting and managing workshops for department heads
Financial Planning and Analysis (a/k/a budgeting & planning)
- Annual, quarterly, and rolling financial AND operational forecasting
- Top-notch operational financial models (see next)
- Timely actual versus forecast analysis
- Easy-to-understand – summary of critical information
- Maximize cashflow
- Focus on analytics
- Strategic brainstorming with management
- Account reconciliations by someone other than task manager
- Password encryption and other cybersecurity measures
- COSO framework
Pre-Audit Preparation for IPO, Loan, Covenant, etc. (includes financial statement drafting)
Financial Modeling
Pipeline Management and Reporting Framework
Key Performance Indicators and Metrics (all unit & cohort economics)
- Laser focus on what matters most to the business
- Internal and external
Flash Reporting
- Financial AND operational metrics
- 1-2 pages, mostly graphical in nature
Investor Relations
Financial Reporting for All Stakeholders
Cash Flow Forecasting
- 13-week cash forecast
Board Reporting
Treasury Management / Capital Structure
- Risk (make sure to implement a policy about verbally approving wires with requestor – not relying on email); also a policy about diversification of accounts
- Liquidity
Corporate Governance
- Approval authority matrix – e.g. expenses
- Concentration of cash
- Separation of duties
- Clearly defined roles of authority
- Task redundancy
- Contract review, signing, and storage policy – See “Checklist – Contract Review.docx”
- Policy and procedures documentation
Pre-Audit Preparation for IPO, Debt Financing, Covenant, M&A, etc. (includes financial statement drafting)
Mergers & Acquisitions Support (including due diligence)
Contract Management
Efficiency Measures
ERP Systems
Assist Other Departments
Human Resources Oversight
FRACTIONAL CMO
A fractional CMO is a Chief Marketing Officer who works with your business on a part-time or project-based basis to help you grow your business. A fractional CMO provides you with the benefits of having a seasoned senior marketing executive on your team without the cost, commitment and administrative hassle of hiring one full-time. Bottom line? You get a proven CMO with deep experience at a fraction of the cost.
Fractional CMO services help you with critical aspects of your marketing strategy and execution, such as:
– Developing and implementing a marketing plan that aligns with your defined business goals and your vision.
-Establishing specific goals and KPIs so that everyone has a clear game plan to measure results against.
– Designing, managing and optimizing your marketing budget and resources.
– Overseeing and coordinating your marketing campaigns across different channels and platforms.
– Measuring and reporting on your marketing performance and ROI.
-Unifying messaging and design to deliver a coherent high impact offer to the marketplace.
Fractional CMO services are ideal for businesses that:
– Need an experienced marketing leader to drive growth and take their business to the next level.
– Want to scale up their marketing efforts without significantly increasing their overhead costs.
– Have a specific marketing challenge or opportunity that requires expert guidance.
– Are going through a transition or transformation that affects their marketing strategy.
If you are thinking about using fractional CMO services for your business or organization, contact us today for a free initial consultation. As both an agency and a fractional CMO services provider, we have an in-depth understanding of the marketing landscape. We understand what it takes to make your marketing efforts more effective, grow your business and achieve your goals. Additionally, we understand the continual challenges, frustrations and joys of growing your company from a founder’s perspective. We are here to help you on your journey and we are ready to help you achieve your goals for marketing and strategic growth. Whether you need a fractional CMO for a few month trial period, or for a longer engagement, we can tailor our services to suit your needs and budget.
Contact us today for a free initial consultation to learn more about our fractional CMO services.
“Because its purpose is to create a customer, the business enterprise has two – and only these two — basic functions: marketing and innovation. Marketing and innovation produce results; all the rest are ‘costs’.”
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Reach out to us and we will return your call promptly. Contact us today for a free consultation.
(601) 775-4299