Evolve CFO Services

Evolve CFO Services provides part-time financial leadership to women-owned businesses. The engagement starts with a confidential review, moves to a strategic plan and forecast, and then a virtual CFO takes over managing the numbers.

Products and services

• Financial breakthrough roadmap: a session identifying ten key numbers, industry comparisons and action steps.
• Strategic plan and financial forecast: six to eight virtual sessions covering staffing costs, cash flow and working capital.
• Virtual CFO: ongoing oversight of the plan and finances without hiring a full-time executive.
• Performance management: monitoring results against the plan.
• Preparing for sale: financial preparation ahead of selling a business.
• Analytics: use of analytics and automation to improve forecasting accuracy.

Customers and markets

Women founders and owners of women-owned businesses, especially those struggling with limited financial expertise on staff or weak accounting systems.