Fractional CFO (Chief Financial Officer) Outsourcing
Turning accounting into an advantage, future-forward organizations need CFOs who are experts at producing budgeting and gap analyses, dissecting financial data to uncover trends and insights, and setting and monitoring key performance indicators (KPIs).
Ready to add more strategy and value to your financial and accounting department? Our outsourced CFO services are completely tailored to your organization, allowing you to choose only the services needed to drive your organization forward.
Fractional CFO services:
- Provide financial analysis and strategic planning
- Create key performance indicators
- Analyze significant vendor relationships and trends
- Review cash flow forecasting with management and provide analysis
- Help management develop budget annually
- Train management on turning financial data into actionable insights
- Hold weekly strategic calls with management
- Identify opportunities to improve cash flow
- Consult on debt structure and refinance opportunities
- Identify redundancy and potential efficiencies
- Analyze merger and acquisition opportunities
- Assist with succession planning
- Develop buy/sell agreements for businesses with multiple owners
- Evaluate software and systems used to execute operations and strategy
- Provide full coordination of the budget process
- Oversee action plans to address budget gaps
Learn more about Wipfli’s solutions
Talk to one of our CUNA Strategic Services alliance managers to learn more about Wipfli. We’ll help you identify and evaluate the best solution for your credit union.