408.839.1877 sam@sfbaycfo.com

Why Hire a CFO?

Are you spending so much time capturing and reporting past financial data that you have no time to plan for the future? Are cash flow issues keeping you up at night?  Do you need additional funding? A CFO can resolve these issues and many more. As a key member of your executive team, the CFO has primary fiduciary and financial responsibility for the organization. This includes providing financial strategy, analysis…

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Services

Analysis. Strategy. Execution. Our services accelerate your business.    Members of SF Bay CFO are independent consultants who are committed to maintaining the highest level of service, integrity and ethical standards. Growing your business requires a thorough understanding of your financial health. It’s more than just looking at the numbers. It’s asking the tough questions and facilitating crucial decisions. And…

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Exit Planning

You worked hard to build your business. Our Exit Planning Solutions help you protect the results.   A long term exit strategy is a key component of any well-rounded business plan. Yet many business owners get so focused on working in the business that they neglect to plan for how they will strategically get out of the business – protecting both their assets and legacy. At SF Bay CFO we work with you to develop long…

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Our Services

Accelerate your business.

Our services are tailored to meet the specific needs of your business, and are based on more than 50 collective years of financial, operations and business ownership experience.

Business Analysis

Financial analysis
Operations review
Gross profit optimization
Risk management

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Plan Execution

Cash management
Working capital management
Raising capital
Financial reporting and controls

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Business Strategy

Strategic planning
Financial planning
Establishing pricing policies

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We listen. We ask the tough questions.

We are your strategic business partner.
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Why Hire a CFO?

Are you spending so much time capturing and reporting past financial data that you have no time to plan for the future? Are cash flow issues keeping you up at night?  Do you need additional funding?

A CFO can resolve these issues and many more. As a key member of your executive team, the CFO has primary fiduciary and financial responsibility for the organization. This includes providing financial strategy, analysis and flawless execution to ensure the well-being of your business.