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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.

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Unseen inefficiencies could be costing you more than you realize. In finance, ignorance isn't bliss - it's a missed opportunity waiting to be uncovered!

When does a CFO assessment make sense?

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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.

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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.

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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.

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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.

Client story

“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

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Client Story

“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

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How does a CFO assessment work? 

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Discovery meeting

Meet with a skilled CFO from our team to get us up to speed on your business. We'll discuss your goals and objectives with input from your key stakeholders.
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Secure access + analysis

Temporarily and securely share your financial data and related system(s) with us. We'll review financial reports, tools, documents, procedures, and other information that aligns with your goals.
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Custom report + roadmap
We'll prepare an easy-to-understand report that’s yours to keep. This is your optimization roadmap with the highest ROI enhancement opportunities.
Insights + Value
Actionable ideas + advice
We’ll meet with you again to walk through our big ideas and innovative suggestions. You'll have new clarity and an action plan to capitalize on untapped opportunities and mitigate risks.
Let's get started!

What can the CFO assessment and roadmap show?

Our objective, CFO-level assessment identifies the most significant opportunities to enhance your profitability and hidden risks you might not be aware of.  We then create a roadmap that outlines and ranks each opportunity and the necessary steps to implement each recommended initiative – furthering your mission by ensuring a focused approach to enhancing your company’s financial performance.

Common findings/opportunities include:

  • Working capital inefficiencies that cost your business tangible profit dollars.
  • Working capital structural deficiencies that could cost your business future revenue.
  • Tax savings opportunities (payroll, federal, one-time, and ongoing credits).
  • Margin enhancement opportunities on direct non-payroll costs-capitalize on the most efficient methods to pay operating expenses.
  • Financial reporting inaccuracy red flags. 
  • A need for better financial reporting details to make more informed strategic decisions.
  • Lack of readiness for a business transaction (capital raise, business exit, etc.)
  • Operating practices that negatively impair the business valuation.
  • Ways to future-proof your business.
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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

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Supercharge your operations + opportunities
We've served thousands of clients in today's fast-moving global economy. We're a great partner with:
Technology
Technology Companies
AI, Fintech, SaaS, Marketplaces, Mobile, R&D, and more…
Professional
Professional Services Firms 
A&E, Creative, Consulting, Legal, Software, Staffing, and more…
Inventory-Based
Inventory-Based Businesses
D2C, E-Commerce, Wholesale, MedTech, Robotics, and more…
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Multi-entity Enterprises
Family Office, Franchise, Private Equity, Real Estate, and more…
Insights
Startups
Funded and ready to scale? Let’s go!
Nonprofit-1
Nonprofits
Associations, Community Services, Foundations, and more…
Small
Small to Midsized Businesses
Enhance your team with our accounting, finance, and technology experts
Filled
And more...
Our latest insights
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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.

Schedule a call