When Do You Need a Part-Time CFO?

Your company is growing very quickly but you don’t have the financial resources of infrastructure to make that transition. Our Part-Time CFO will analyze your overall operations and create a comprehensive plan to achieve your business goals. Examples of this may include:

  • Utilizing our long-term banking relationships to help our clients restructure debt.
  • Working with your landlord to restructure leases and decrease costs.
  • Collaborating with attorneys to reorganize your company structure, domestically and internationally.
  • Working cross-functionally with your operating departments to identify departmental goals and resources needed to execute your plan or strategy.
  • Advising your executive team on M&A processes and integration of acquired companies.
  • Implementing technology to streamline processes.
  • Providing proforma projections that align with your future objectives.
  • Contributing over 25 years of experience on strategies to ensure continued process improvement, efficiency and profitability.

In our experience, it all comes down to the numbers as to how a business has been or is being run. Our role is in creating a financial plan that takes into account, quite simply, where a company is now and how they can achieve their future goals. But it’s much more than that.

It involves managing acquisitions, structuring financial plans for operations, managing resources, implementing technological solutions to increase efficiency, and also coordinating all these plans with management teams who may have previously done things differently.


No matter what level you are at in business, Open Coast Financial Solutions can meet you there and help your team develop scalable solutions, taking you where you want to go.