CFO Partner Services

Relevante’s CFO solutions are designed to provide our clients with the services of trusted finance and technology advisors who bring you an outside perspective to your operations. We help business owners and the senior management with:

Performance Improvement Solutions

  • Evaluate Operation Using External Benchmarks
  • Execute Internal and operational audits
  • Develop Business and Strategic Plans
  • Establish Metrics and KPI’s
  • Strengthen Corporate governance(Board and Audit Committees)
  • Increase Revenues – This has many parts and could be its own section
  • Reduce Expenses including use of outsourcing and interim employees
  • Evaluate product profitability
  • Optimize working capital
  • Evaluate Risk Management programs

Staffing Solutions

  • Reduce internal resources used for recruitment
  • Rapid, Emergency replacements throughout the USA
  • Part time workers including Monthly Close Support
  • Seasonal workers including Year End Audit Support
  • Special Projects including Account Reconciliations
  • Succession Plans for departing employees
  • GL, Payroll, Inventory, and Fixed Asset Accounting
  • Project Managers and Other IT Employees

Business Planning Solutions

  • Evaluate Accounting, Legal, and other financial services
  • Consolidations/Divestiture
  • Merger and Acquisitions – especially Due Diligence and Integration
  • Fund Raising/Bank Renegotiations
  • Change Ownership/Capital Structure
  • Report to Investor Groups and External Stakeholder

Process Improvement Solutions

  • Retain a Part Time or Interim CFO
  • Review and upgrade Policies and Procedures and chart of accounts
  • Train existing Accounting and Technology staff
  • Improve reporting of financial and operational data
  • Improve budgeting and forecasting
  • Evaluate Internal Controls
  • Improve Compliance with Regulators


  • Transaction Processing (AP/AR)
  • Call Centers
  • Reconcilations
  • Collections
  • Analytics and Research
  • Vendor management
  • T&E Management

Technology Solutions

  • Cloud Computing
  • IT Evaluation and Strategic Planning
  • Upgrade Accounting Systems
  • Management of Enterprise Financial Management
  • ERP Package Expertise includes – SAP, Oracle, JD Edwards, Great Plains etc.
  • Reporting Package Expertise includes
  • Training Tailored to Client Needs