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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
ERP System Conversion Boosts Operational Efficiency for Multi-Location Medical Services Franchise
A medical services business has been rapidly expanding into new locations and is franchising into new markets across the country. The already complex + gro...
Bespoke Middleware Solution Optimizes Accounting Workflows for a Nonprofit, Saving Labor Costs
An extracurricular youth education program transitioned to an industry-niche membership management platform, leaving it with frustrating limitations. The b...
Custom-built Expense Reporting Solution API with Expensify Enhances Industry-niche ERP
At SPRCHRGR, we are always looking for ways to enhance efficiency and streamline operations for our clients. Our latest project involves a custom-built int...
Data Integration + Accounting Automation Unlocks New Efficiency for Self-Storage Business
Background A fast-growing self-storage business developed their own proprietary system to manage available properties and enable self-service customer book...
Data Integration & Reporting Dashboard for Creative Agency Syncs CRM, PM and Finance System
At SPRCHRGR, we continually seek innovative ways to streamline our clients' operations and deepen their business insights. Recently, we developed a data wa...
Custom API Syncs Paperless Vendor Bill Payments with AEC Industry Niche ERP Platform BQE CORE
An industry niche ERP software offers an all-in-one professional services automation platform with many available modules, from CRM + project management + ...
Custom QBO Integration Saves 40 Hours of Manual Labor per Month for Wealth Management Company
A Wealth Management company operates several subsidiaries, each with its own QuickBooks Online (QBO) file. To prevent the need for each subsidiary to opera...
Custom Project Management System Boosts Productivity for Real Estate Investment Firm
A fast-growing investment firm buys, sells, and re-positions multi-family and commercial real estate assets. With dozens of acquisition and sale transactio...
Technology Solution
Custom CRM + Professional Services Automation Platform Transforms a Global Consultancy
A fast-growing professional services consultancy had been struggling to keep up with labor-intensive processes that were heavily reliant on spreadsheets an...
Article
CFO Insights: 3 Ways to Improve Your E-commerce Business
SPRCHRGR presents this blog in conjunction with Cin7, a leading sales order platform.
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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.