May News & Articles from CFO Edge

May 2012

CFO Inside Edge Newsletter

In This Issue

Outsourced CFO Services: What Do They Include?

When Do Outsourced CFO Services Make Sense?

The Business Case for Engaging an Outsourced CFO Services Firm

What To Look for In a CFO Services Firm

Outsourced CFO Services: Identifying Shared Objectives

More About CFO Edge

Let's Talk

We consistently hear from Los Angeles and Southern California CEOs and CFOs that they have difficulty identifying the best resources to assist them with pressing strategic, operational and financial challenges.

They have a number of questions that are grounded in needing to know the who, what, when, where, why and how of a potential engagement with the right resource.

With goals of clarifying these questions and providing answers in support of a search, we're publishing a series of nine articles that address outsourced CFO services.

Below are summaries of the first five articles published this month. In the June newsletter, we'll share links to the final four articles in the series.

As the need arises and you consider a strategic, operational, or financial project resource, please contact me - either by replying to this newsletter or calling me at 800.276.1750 Ext. 101.

I look forward to providing a complimentary consultation with a perspective that's objective, fresh, and grounded in many years of experience as a formerly-seated CFO.

We provide exceptional CFO expertise on demand, and our clients share that they realize improved performance, profitability, growth and shareholder value on delivery.

Sincerely,

Art signature - 70w x 54h

Arthur F. Rothberg

Mangaging Director

Outsourced CFO Services: What Do They Include? (1 of 9)

Reviewed are five CFO scenarios: transition between full-time CFOs, rapid expansion, business contraction, special projects, and a need for strategic guidance. Discussed, too, are three delivery models: interim, part-time, and project-based. Download the PDF

When Do Outsourced CFO Services Make Sense? (2 of 9)

Examined are twenty areas of expertise delivered by an interim CFO; four situations where a business may consider a part-time CFO; and eleven examples of highly focused, project-based CFO engagements. Download the PDF

The Business Case for Engaging an Outsourced CFO Services Firm (3 of 9)

Building a business case for CFO services is grounded in answers to questions posed in four areas: the root causes of current financial challenges; lost opportunity costs; current financial manager tunnel vision; and return on an engagement investment. Download the PDF

What To Look for In a CFO Services Firm (4 of 9)

Reviewed are desired capabilities with discussions of financial strategy and planning expertise; financial operations development and management expertise; industry sector expertise; depth of the CFO services firm's "bench"; and business and industry connections. Download the PDF

Outsourced CFO Services: Identifying Shared Objectives (5 of 9)

Reviewed is a methodology for identifying common goals with the "6 D's of the Engagement Process": define the engagement; determine the underlying cause(s) of the problems; develop a solution; deploy the solution; document the solution; and debrief. Download the PDF

More About CFO Edge

For more information about CFO Edge...

- Who We Serve

- Why CEOs and CFOs Engage Us

- What We Do

- How Our Clients Benefit

...please visit our website at www.cfoedge.com.

Let's Talk

We invite you to contact us to discuss your current financial challenges.

If, during an initial call, we both sense benefits from further discussion, we'd like to visit with you in person for a more detailed review and to share ways CFO Edge can provide support.

Following the visit, we'll forward an assessment with recommendations on next steps. Our experience is that the conversation and assessment provide significant value. The visit and assessment are a professional courtesy - there is no fee and no obligation.