Financial Expertise When You Need It Most

Project-based CFO services are typically required when a company faces a specific challenge that requires a highly skilled CFO—and that’s where BeaconCFO Plus comes in.

Your portfolio company or small- to medium-sized privately held company can confidently turn to BeaconCFO Plus for project-based CFO services when it runs into any unique or complex financial challenge. It’s in these demanding situations where our experience allows us to excel. Our virtual CFO services are especially an asset for small businesses who need CFO services without breaking the bank, as it is part-time, outsourced services instead of a full-time job. Each of our CFOs has 35-plus years of experience, which means each has the background, knowledge, and skills to become the forward-thinking strategist you need to help navigate financial challenges.

When providing project-based CFO services, our approach always begins with listening to your needs. We then evaluate each situation and determine the best way to use our firm’s collective years of hands-on experience—across a wide range of industries—to achieve a successful outcome for your company. In addition to having more than three decades of experience, our team knows how successful businesses should run. Each of our CFOs has either directly been responsible for or heavily involved in the operations side of a successful company.

Additionally, BeaconCFO Plus provides interim CFO services in cases where a CFO suddenly leaves or is required to take an extended leave of absence. Interim CFOs dive into providing clients with comprehensive data to inform and consult on their financial decisions during this temporary period. Having a professional chief financial officer provide that expertise can ensure that you do not miss out on any new opportunities when your CFO is temporarily out. In these situations, we can become the full-time CFO your company needs until a replacement CFO is identified or the existing CFO returns.

During this interim period, we are equipped to assess the situation to determine exactly what skills are needed in the next full-time CFO, assist you in vetting full-time CFO candidates, and then remain on to assist the new CFO—implementing a 100-day plan to help him or her get through the transition period.

Whether you are facing a complicated financial situation, CFO turnover, or whatever your situation is, BeaconCFO is ready to be your outsourced CFO and draw on our years of experience to provide you with educated insight and expert CFO consulting on even the most difficult financial situations.

Contact Us for Project-Based Services