Our Services

Analysis. Strategy. Execution.

Accelerating your business with our strategic services

Growing your business requires a thorough understanding of your financial health. It’s more than just looking at the numbers. It’s asking the tough questions and facilitating crucial decisions. And at SF Bay CFO that’s just what we do. We roll up our sleeves and look at all aspects of your business to identify areas for improvement and opportunities for growth.

Our services are tailored to meet the specific needs of your business, and are based on more than 30 collective years of financial, operations and business ownership experience.

Our Services

What We Do

Business Analysis

  • Financial analysis
  •  Operations review
  •  Gross profit optimization
  •  Risk management

Business Strategy

  • Strategic planning
  • Financial planning
  • Establishing pricing policies
  • Developing long term exit strategies
    and plans

Plan execution

  • Cash management
  • Working capital management
  • Financial reporting and controls
  • Financial forecasting
  • Hiring and training finance and accounting staff
  • Managing outside relationships with independent accounting, tax and legal advisors

Merger & Acquistion

  • Representation for Buyer and/or Seller
  • Synergy analysis for target acquisition
  • Acquisition target financial assessment.
  • Forecast modeling and pro forma financial consolidation.
  • Due Diligence support during a sale
  • Manage SBA Loan processes

Accounting & Bookkeeping

  • New Company and Accounting Structure Setup
  • Monthly Accounting Review and Close
  • Audit and Tax Preparation support
  • Financial Statement Preparation with KPI
  • Monthly Bookkeeping Services

Let SF Bay CFO Manage the Numbers

Members of SF Bay CFO are independent consultants who are committed to maintaining the highest level of service, integrity and ethical standards.