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Scale FinanceScale Finance Logo, Interim CFO, Part Time CFO Services, Accounting Support, Temporary CFO, Accounting Bookkeeping Services

Interim CFO, Part Time CFO Services, Accounting Support, Temporary CFO, Accounting Bookkeeping Services

Charlotte · Raleigh – Durham · Chapel Hill · Triad · Southern Pines · Coastal Carolina
Closing the GAAP to Scale Your Business
The FINACA Logo
919-230-4667
Scale Finance, LLC, Financing, North Myrtle Beach, SC
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CFO & Controller Services

CFO & Controller ServicesScale Finance offers veteran Chief Financial Officer or Senior Controller or Accountant support on a part-time, interim, or special project basis (e.g. bankruptcies, restructurings, accounting system integration, sales tax, clean-ups). Our clients benefit from getting exactly the right level of professional experience and impact—when they need it and at just the right weekly time commitment (e.g. couple hours per month to 3 – 5 days per week).

Our CFOs and Controllers work on-site with clients, elbows deep in processes, procedures, systems, and people issues. Not “outsourced”, Scale Finance services are actually “insourced”, reflecting our commitment to work seamlessly within client organizations on a low-cost fractional-use basis. We often leverage our Accounting Managers or Staff Accountants, also embedded part-time within client organizations, to ensure the right accounting work is done by the right skill set at lowest possible cost. Free initial consultations—allow us to provide a confidential, professional perspective on your company’s situation.

Scale Finance Partner Tom Livingston on why you should use part time professionals

Advantages include:

  • Veteran, heavyweight CFO—impact at strategic level
  • Flexible—dial-up or down as needed for maximum leverage
  • Integrated—strong CFO and/or Controller support is often key to success in raising capital or M&A transactions
  • Hands-on, 100% on-site with clients —roll-up sleeves, get-it-done projects.
  • Unparalleled cost-effectiveness—based on shared resource structure and leveraging right level of staff accountant support

Standard CFO/Controller Deliverables

We are trusted partners providing financial leadership and support on-site day-to-day with our clients. The following functions should be occurring at your company now and are the deliverables you can expect from our CFOs and Controllers:

Financial Reporting

  • Accurate and timely monthly financial reporting that is “bank ready”
  • Accurate and timely regulatory reporting
  • Highlighting performance metrics via “dashboards”
  • Managing SEC compliance/reporting requirements.

Planning & Analysis

  • Formal business valuations (and insight into what drives value)
  • Rigorous financial modeling and planning
  • Detailed budgets and forecasts
  • Performance analysis and benchmarking
  • Development of strategic plans with deep understanding of underlying economics.

Finance/Accounting Oversight

  • Cash management, e.g. 13-week forward cash flow forecast
  • Oversight and training of existing and new Company accounting personnel
  • Management of customer credit, payment history, and risk profile
  • Oversight of administrative areas such as purchasing, invoicing, and personnel
  • Re-financings, capital raises, and mergers/acquisitions.

Systems & Processes

  • Implementing stronger internal controls and systems to ensure disciplined monthly closing cycles
  • Transitioning to new accounting software
  • Oversight and management of information systems.

Trusted Financial Advisors

  • Strategic knowledge and insight
  • Compensation planning and management option plans
  • Review of financially important contracts and terms
  • Key senior management team member, yet independent and unbiased
  • Transition planning.

Lenders & Investors

  • Preparing and negotiating loan packages
  • Serving as Company CFO for investor relations, external marketing (e.g. management team on website).

Project Management

  • Conducting financial due diligence around deals
  • Fast clean-up of problem situations.

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Knowledge Bank

Can Accountants Value a Business?

Personal Guarantees – Should You Grant One?

10 Pieces of Advice When Someone Wants to Buy Your Company

Convertible Note Financing – Payback Time

Due Diligence Fiasco – A Look Back at HP-Autonomy

Applying for Business Loans – Hard Credit Checks

Understanding the True Cost of Employee Turnover

How to Think About Valuation When Raising Venture Capital

What it Takes to Shift to a Recurring Revenue Model in Hardware & Software

Differences Between Major SBA Loan Programs – SBA 7(a) vs. SBA 504

5 Reasons Entrepreneurs Don’t Get Funded (Which Are Not Their Fault)

Balancing Profitability Versus Growth

Bootstrapping Your SaaS Business – What’s Changing

Best Options for Small Company Loans

Loan Workouts – Understanding Various Options

How to Value a Fintech Startup

The Value of Angel Investors

Finance & Accounting 101 for New Small Company Owners

How to Handle a Bank’s Rejection of Your Loan Request

Accessing University IP – Negotiating Financial & Other Terms

Explore the Knowledge Bank…

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Recent News

Scale Finance Advises on Acquisition of Falcone Crawl Space & Structural Repair

Congrats to Payzer for Closing $23 Million Equity Financing

SF Client Headbands of Hope Closes Strategic Growth Investment

SF Assists Semper Investment Company in Acquisition of ACM Removal

SF Client SentryOne Acquired by SolarWinds (NYSE: SWI)

Scale Finance Assists GPM with Acquisition by Netsmart

SF Client Broadstep Behavioral Health Continues National Growth Through Acquisitions

SF Client Impact Financial Systems (IFS) Acquired by iPipeline

Scale Finance Assists TrueLearn with Investment by LLR Partners

Scale Finance Assists Textum Weaving with Investment by Quad-C

Scale Finance Closes Debt Financing for Horizon Eye Care

Scale Finance Closes Acquisition of Horsepower Site Services by MCG Civil

Scale Finance Closes Growth Financing for Celerity

Scale Finance Advises on Acquisition of Reliant Transport

Scale Finance Closes $20 Million ABL Financing for TRA

SF Client TruPoint Partners Acquired by Ncontracts

Scale Finance Advises on Debt Financing for Alpha Waste Industries, Inc.

More News…

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Media

Scale Finance Managing Director Dave Gilroy interviewed on WSIC Radio (local Fox affiliate)

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Entrepreneurial Tips

  • Funding Tips from Scale Finance
  • CIE Life Sciences Panel Discussion
  • Why Use Fractional CFO Services

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FINACA is a nationwide network of independent finance and accounting consulting firms focused on delivering exceptional client service.

FINACA is a nationwide network of independent finance and accounting consulting firms focused on delivering exceptional client service.

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Securities and offering services through Charles Towne Securities, LLC. Members FINRA and SIPC.