Services

Highline Financial provides all the services & functions as a full-time CFO. We will customize your CFO services to fit your company’s particular needs. While our project experience is diverse, our common CFO consulting services include:

  • Financial Planning & Analysis

    - Developing and refining financial goals and objectives

    - Conducting financial analysis, including revenue forecasting, cost analysis, and variance analysis

    - Providing recommendations for financial strategies to optimize profitability and efficiency

  • Budgeting & Forecasting


    - Developing and maintaining annual operating budgets, including revenue projections and expense allocations

    - Monitoring budget performance, analyzing variances, and providing regular reports to management

    - Assisting in the preparation of financial forecasts and scenario analysis to support decision-making processes

  • Cash Flow Management


    - Monitoring cash flow, including accounts receivable, accounts payable, and cash reserves

    - Developing cash flow forecasts and providing recommendations for cash flow optimization

    - Implementing strategies to improve working capital efficiency and manage liquidity risks

  • Financial Reporting & Analysis

    - Preparing monthly, quarterly, and annual financial statements in accordance with Generally Accepted Accounting Principles (GAAP)

    - Analyzing financial data and presenting meaningful insights and recommendations to management

    - Assisting in the preparation of investor reports, including financial metrics and key performance indicators (KPIs)

  • Risk Management & Compliance

    - Developing and implementing internal controls to safeguard company assets and ensure compliance with applicable laws and regulations

    - Collaborating with external auditors and tax advisors to support annual audits and tax filings

    - Staying up-to-date with financial regulations and recommending necessary adjustments to policies and procedures

  • Strategic Financial Guidance

    - Providing strategic financial advice and guidance to the executive team and board of directors

    - Assisting in the evaluation and implementation of growth strategies, mergers and acquisitions, and other strategic initiatives

    - Conducting financial due diligence for potential investments or partnerships

  • Mergers, Acquisitions & Capital Raise


    - Advising on timing, valuation & partner evaluation to optimize the transaction

    - Assisting with due diligence and terms negotiation

    - Planning for how best to utilize capital infusion

  • Team Leadership & Direction

    - Leading and managing the finance team, if applicable, and providing mentorship and guidance to team members

    - Developing and implementing finance policies and procedures

    - Conducting performance evaluations and fostering a positive and productive work environment

Let’s talk about how Highline Financial can help you.