CFO Advisory Services

Trusted advice on your terms!

Whether your business needs virtual CFO services, consultation on equity management, or help with strategic planning, RFG, as your most trusted business advisor, is here to help.

  • Virtual CFO: Small business owners wear many hats; often “experienced CFO” is not among the hats which fit best. RFG offers a solution – let us act as your virtual CFO. These services are completely adjustable to your needs – from consultation on cash-flow improvement to strategic management coaching. Our consultants take the time to understand your unique business, its structure, its culture, your own goals. We listen to you – where is your business right now, and where do you want to take it? Let us help you work through difficult business challenges and make smart strategic decisions.
  • Equity Management Consulting At RFG, we are proud to be our clients’ most trusted business advisor. Let us be yours – whether you have questions about your capitalization or your stock options, we are here to provide answers. We dive beneath surface data to uncover small and large equity management mistakes, whether one-time errors or ongoing issues, and devise strategies to eliminate them going forward. We understand just how important it is to get equity management right, both for you and your organization, and for your employee-participants – and we know that means listening to you first – your take on the present and your goals for the future.
  • Strategic Planning: For businesses experiencing growth and expansion, the added layers and complexities can be daunting. Let RFG help you grow and evolve smoothly. We provide evaluations of your employees and corporate culture; your policies, processes, and procedures; and your technology, to drive your company’s innovations, increase productivity, and improve your internal controls. We do this by: i. Listening – to you and your employees, in group meetings and / or retreats, and in consultation with individual stakeholders. ii. Assessing – the challenges posed and opportunities afforded by your team, your processes, and your technology. iii. Analyzing – your organization against industry benchmarks and general best business practices. iv. Reporting and Recommendations – present of our findings based on the above steps, and recommendation of systems, technology, process, and workflow improvements as indicated. v. Projection – of your business’ optimal future, in alignment with your own goals and vision.

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