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Services
Services
01
Strategic Advisory
02
Chief Financial Officer
03
Financial Planning
04
Business Systems
05
Fundraising Support
06
Investor Management
07
Mergers and Acquisitions
08
Fraud Investigations
09
Accounting Cleanup
Kimberly & Company
CFO services for businesses
Home
Services
Industries
Team
About
Contact
Menu
Home
Services
Industries
Team
About
Contact
kimberly@kimberlyandcompany.io
(630) 360-54 28
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Kimberly & Company © 2022
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Kimberly & Company
CFO services for businesses
Home
Services
Industries
Team
About
Contact
Menu
Home
Services
Industries
Team
About
Contact
Kimberly & Company © 2022
Designed by Mr. Gold
Privacy policy
kimberly@kimberlyandcompany.io
(630) 360-54 28
Facebook
Linkedin
Envelope
kimberly@kimberlyandcompany.io
Privacy policy
(630) 360-54 28
Facebook
Linkedin
Envelope
Kimberly & Company © 2022
Designed by Mr. Gold
Types of services
01
Strategic Advisory
02
Chief Financial Officer
03
Financial Planning
04
Business Systems
05
Fundraising Support
06
Investor Management
07
Mergers and Acquisitions
08
Fraud Investigations
09
Accounting Cleanup
Creation
of a strategic plan
Increase the effectiveness
and envision the future
Review of strategic
partnerships
Simplify and rationalize
strategic partnership
Review of exit strategy
or fundraising plan
Prepare a plan to sell your
ownership in a company
Advisory on growth
strategies
Build the ideal future for
your business
Creation of marketing
strategy
Identify and deliver the
benefits of your business
Do you need this service?
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Kimberly Stanley
Chief Financial Officer
Strategic Advisory
Creation of a strategic plan
Increase the effectiveness
and envision the future
Review of strategic partnerships
Simplify and rationalize
strategic partnership
Advisory on growth strategies
Build the ideal future
for your business
Creation of marketing strategy
Identify and deliver
the benefits of your business
Review of exit strategy
or fundraising plan
Prepare a plan to sell your
ownership in a company
BOOK NOW
Chief Financial Officer
C-Level experience
and understanding
Higher-stakes decisions
to ensure business growth
Management of CFO roles
and responsibilities
Tracking cash flow, financial
planning, and more
Oversight of the accounting
functions
Ensure smooth operations
of your business
Review of financial
performance metrics
Track, measure and analyze
the financial health
Member of your
leadership team
Set a strategy and monitor
progress towards goals
BOOK NOW
Financial Planning
Operating plan creation
Understand the growth
and future of the company
Cash forecasting
Projected cash based on
income and expenses
Tax planning
Create a plan to pay
the lowest taxes possible
Resource planning
Plan to afford strategic goals
and objectives
Operational scaling
Finding systems for growth
with fewer resources usage
BOOK NOW
Business Systems
Review of current systems
Oversight of the suite
of business systems
Integration
of operating systems
Improve productivity and
quality of your operations
Evaluation of new system
Assess whether the system
is meeting the objectives
System implementation
Defining how the system
should be built
System management
Implementation of strategic
and tactical decisions
BOOK NOW
Frundraising Support
Valuation modeling
Assess the firm's financial worth
based on industry
Investor deck development
Help your potential investors
to learn about your business
Creating the presentation
narrative
Create a story with a clear,
simple, and logical flow
Identify investment partners
Identify perfect investment
partners for your business
Manage legal communications
Legal communications
to achieve legal objectives
BOOK NOW
Investor Management
Capital table management
Maintain the calculation of your
business market value
Investor communication
management
Communication between
business and its investors
Quarterly reporting
Summary of unaudited
financial statements
Performance update reporting
Real-time information about
your business
Board of directors oversight
Monitor the issues, receive
inputs, and track progress
BOOK NOW
Mergers and Acquisitions
Valuation review
Ensure the fair estimate
of market value
Accounting transaction support
Accumulate and report
on financial information
Operational review
Identify and prioritize
business opportunities
Process management
Analyzing, optimizing, and
controlling the process
Manage legal communication
Legal communications
to achieve legal objectives
BOOK NOW
Fraud Investigatoins
Internal audit
Discover the anomalies that
may be sign of fraud
Transaction review
Checks all your transactions,
based on a variety of criteria
Employee interview
Gather information
regarding suspected fraud
Process review
Discover the anomalies that
may be a sign of fraud
Implementation oversight
Review, monitoring,
and supervision
BOOK NOW
Accounting Cleanup
Transaction review
Validation of the accuracy
of reinsurance reports
Operational audits
Audit the business's internal
policies and procedures
Correcting journal entries
Fixes a mistake posted
in your business journal
Process review
Examine financial statements
Accounting management
Maximize profit
and minimize losses
BOOK NOW
Leave your
contact details
And we will get back to you via email
Email
name
BOOK NOW
Email
name
Book now
By clicking this button, you agree with the privacy policy
Kimberly Stanley
Chief Financial Officer