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CFO Assessment + Advisory Services
CFOptimize
Our CFO-level professionals efficiently examine your financial framework and identify overlooked risks and opportunities. We provide a clear roadmap that can unlock hidden revenue and optimize your business for the future.
When does a CFO assessment make sense?
You're planning to raise investor capital, obtain bank debt, or may sell the business in the next few years...
Bringing in a fresh set of eyes now to review your books and records through an experienced lens can eliminate blind spots, shortcut the process, and increase your likelihood of success.
Your back-office team has been doing the same things the same way…
Industry best practices and technology are advancing at warp speed. Chances are that your systems and processes are due for a tune-up that can save you real time and money.
Your company has changed, grown rapidly, or cash flow is disrupted...
What got you to this point could end up underserving you in the future.
You haven’t tapped into all of your available tax incentives…
Your cash flow, runway, and due diligence readiness are at stake - let’s map out the solution now that leads to your optimal outcomes.
“If we didn't have SPRCHRGR's expertise, I think we would potentially be exposed when it came down to due diligence. Believe me when I say SPRCHRGR was one of those decisions we got right.”
Gareth Hosford
CFO & COO | OMORPHO
“SPRCHRGR has been very creative in helping us think through not only our financial projections but also how we think through all the data and metrics we have to make smarter choices…it’s not just the time savings…it’s the expertise that helps bolster your business.”
Patricio Utz
CEO, Co-Founder | Abstract
Discovery meeting
Secure access + analysis
meet our team
"Armed with a clear roadmap tailored to your goals, you can prioritize initiatives that save you time, frustration, and missed opportunity."
Patrick Sergott
Partner & CFO
Supercharge your operations + opportunities
Technology Companies
Professional Services Firms
Inventory-Based Businesses
Multi-entity Enterprises
Startups
Nonprofits
Small to Midsized Businesses
And more...
Our latest insights
Article
Why Your Patchwork Financial System Is Killing Your Growth – Here's How to Spot Potential Gaps
As your firm has grown, you’ve stitched together a time tracker, a billing tool, QuickBooks, and a sea of Excel spreadsheets. You might also have a simple ...
Article
Is Scope Creep Costing Your A&E Firm Thousands? Here Are 3 Ways to Take Back Control
Every A&E firm has heard it: “Can we just add this in?” And because we’re all wired to serve the client, the answer is usually yes. But over time, thos...
Article
Strategic Pricing for A&E Firms: Combat Rising Costs with Data-Driven Fee Structures
The cost of doing business in the A&E industry has skyrocketed — labor, material, software, compliance, even your clients' expectations. But many firms...
Article
Spreadsheets Don’t Scale – How to Streamline Your Ops by Eliminating Data Silos
You’re scaling—bigger clients, more projects, new hires. But instead of gaining momentum, your operations are slowing down. Why? Because your core financia...
Article
Why Your A&E Firm's 'Profitable' Projects Turn Unprofitable Halfway Through
The project looked profitable — until it wasn't. But too often, project managers are flying blind while relying on backward-looking spreadsheets and best g...
ARTICLE
How A&E Firms Can Stop Overpaying for Talent and Start Maximizing Profit Margins
You're hiring top-tier talent architects, engineers, and project managers. You're investing in their development, offering competitive salaries, and yet, y...
ARTICLE
Your A&E Talent Strategy is Broken If Your Top People Are Doing This...
Is your firm's brightest talent spending precious hours on administrative busywork instead of billable client work—silently eroding your bottom line? The m...
ARTICLE
Billing Bottlenecks Are Starving Your Business — Here’s the Fix
The work is done. The hours are logged. But somehow, the money still isn’t flowing in. Billing delays aren’t just frustrating — they’re dangerous. Cash flo...
ARTICLE
No More Flying Blind on Projects & Profit: Real KPIs for Real Decisions
You’ve got mountains of project data. Financial reports. Utilization rates. Backlog. Pipeline. But somehow, no one on your leadership team can answer: “Are...
ARTICLE
Stop Guessing Your Cash Flow – Start Controlling It in Real Time
You’ve landed that big client. Your backlog is strong. Yet, every time payroll comes around, you feel that familiar pit in your stomach. Why? In the A&...
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Get started today
Get CFO clarity to identify bottlenecks, mitigate risks, and leverage untapped revenue hidden in your numbers.
Armed with a clear roadmap tailored to your goals, you can prioritize initiatives that save you time, minimize frustration and avoid missed opportunity.