General Scope of Services
In the broadest sense, a CFO is responsible for the organization’s financial goals, objectives, and budgets. Within this general definition is a long list of skills, all of which are provided by every member of the Kaplan CFO team. The following are just a basic overview of the services you can expect:

Planning
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Growth planning and support
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Financial and tax strategies
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Capital budget forecasting
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Operating budget development
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Business plan development
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Cash flow modeling
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Exit strategy planning
Mergers & Acquisitions
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Due diligence
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Portfolio assessment
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Negotiations
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Cash infusion strategies
Operations
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Operational best practices
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Financial management of subsidiaries
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ERP selection and implementation
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Transactional systems
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AR/AP management
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Product cost studies
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Customer pricing analysis
Human Resources
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Compensation strategies
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Employee benefit plans
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Payroll management
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Severance policies
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Headcount forecasting
Financial Information
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Investment community interface
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SEC filings
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Annual reporting to the board of directors
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Year-end auditing
Risk Management
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Risk mitigation and control
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Interface with legal counsel
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Insurance strategies
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Regulatory compliance
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Internal control analysis & Implementation
Funding
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Debt and equity financing
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Fund investment
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Banking and investment relationships