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SynergyApplied Financial & Management Services

SynergyApplied Interim and Part-Time CFO Services

SynergyApplied services are designed to meet our client's needs and can be provided on a long-term, part-time, or project basis. We offer services at a frequency and duration to meet the client's needs. Our areas of expertise include the following:

PART-TIME & INTERIM CFO SERVICES

Accounting & Finance Support
  • Assist with the preparation of budgets and forecasts
  • Financial Analysis (balance sheet, cash flow and P&L)
  • Prepare financial reporting packages (customized for management, Board meetings and investors)
  • Administer the due diligence process for a sale or acquisition
  • Negotiate the terms and conditions of a sale or acquisition
  • Provide understanding of financial statements and their relationship
  • Interface with external auditors
  • Special Projects 

Additional Accounting and Finance Support

  • Prepare support documents for external financial audits
  • Provide day to day accounting support including transaction processing (AP, AR, Payroll), general ledger entries, credit and collections, cash flow management, and account reconciliations
  • Develop financial policies and procedures
  • Special Projects

MANAGEMENT & ADVISORY SERVICES

  • Prepare, review and validate strategic, business, or operating plans
  • Build or reorganize an effective finance team/department
  • Develop key strategic partners
  • Establish banking relationships
  • Negotiate bank and lease lines
  • Establish Board meeting agenda
  • Recruit and select Board members
  • Special Projects

Contact us today to learn more about how we can help your business.

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