Business Advisory
Contract CFO Services
Board-level finance without the full-time hire — reporting, budgets, investor packages and cash strategy on a monthly cadence.
All Business AdvisoryWhat this is
SEC reporting, private offering memorandums, registration statements, budgeting and planning, internal financial statements, audit packages and investor presentations.
What is included
- Monthly internal financial statements and management reporting
- Budgeting, forecasting and cash management
- SEC reporting, registration statements and offering memorandums
- Audit-ready packages and auditor coordination
- Investor presentations and board materials
Who this is for
- Companies too big for a bookkeeper, too early for a CFO hire
- Businesses raising capital or preparing for audit
- Boards that want numbers they can actually act on
Every engagement starts with a free consultation of up to 60 minutes with Brent. Quotes and initial consults are free; deeper assessments are scoped and priced on that call.
Related services
M&A and Reverse Mergers
Buy-side and sell-side structuring, diligence and integration, engineered for the lowest defensible tax outcome.
Learn moreIPOs & Capital Markets
Readiness assessments, debt and equity raise support, and the reporting infrastructure public markets demand.
Learn moreExit Strategies
Multi-year exit planning so your sale is taxed the way you chose years in advance, not the way it happens to fall.
Learn more
Free consultation, up to 60 minutes
Talk through contract cfo services with Brent.
Up to 60 minutes, no charge, and you leave knowing exactly what it would take.