TEL: 530.520.9995
CVCFO SERVICES
Finance Leadership
Enjoy the benefits of having an in-house finance expert on your team without the cost of a full-time CFO employee.
We offer an ongoing service where we provide you with the following:
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Cash Flow Forecasting
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Budget Preparation
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Cost Benchmarking & Cost Saving Recommendations
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Periodic Financial Analysis & Performance Reports
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Goal Setting & Tracking
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Loan Covenant Compliance Tracking
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Multi-Year Budget
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Loan Packaging As Needed
You can choose the frequency of our reporting (most clients choose Monthly or Quarterly).
Other Accounting Support
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Bookkeeping & Financial Statement Preparation
One-Off Finance Projects
Do you need help with a finance-related project?
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Loan Packaging / Debt Advisory
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Financial Reviews & Financial Health Checkups
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Financial Statement Analysis & Improvement Recommendations
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Feasibility Analyses
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Real Estate Acquisition & Disposition Analyses
Tools & Templates
Are you a DIY type, or do you have an on-staff accountant already?
You can purchase the tools we developed for our own internal purposes.
You get all of our templates, along with training and support to ensure that you get up and running with confidence.
All tools are built and designed for users who are not finance or accounting experts.
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Financial Performance Report
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Budget
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Multi-Year Budget
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Financial Analysis Template
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Loan Request Template
One Time Investment $1,999