CFO to Go

Company Overview

Since 1993, P&L Investments, LLC has provided its CFO to Go solutions to small and medium-sized businesses as a cost-effective alternative for companies that do not need or cannot afford an experienced, full-time CFO.

Why P&L’s CFO to Go Solution?

Companies of all sizes require the discipline of financial leadership to grow their business and drive profitability. P&L’s CFO to Go provides companies with long-term value by delivering best-in-class accounting expertise and operational excellence. Most importantly, P&L’s CFO to Go enables business owners to focus their energies and time where they are the most valuable.

Experience

With more than 125 years of combined experience P&L’s CFO to Go delivers value-added financial management and accounting services while minimizing the learning curve. We meet regularly to capitalize on the synergy of the client/P&L teams and leverage the collective learnings. We continually develop propriety tools to improve our service delivery. Clients benefit from the access to our knowledge base developed over our diversified experiences

What Does P &L’s CFO to Go Solution Deliver?

Unlike an “interim” or “part-time CFO,” P&L’s CFO to Go solution delivers a robust suite of financial management and accounting services, similar in scope to the responsibilities of a full-time CFO.

By deploying P&L’s CFO to Go solution in your company, you receive:

Highly knowledgeable accounting professionals willing to ask the tough questions
The discipline of a long-term strategic viewpoint that keeps the business on track
Timely reporting of financial results leading to proactive responses
A laser focus on managing your critical cash-flow position
Enhanced credibility with lenders, resulting in improved relationships
An experienced “ eagle eye” scouring for cost savings and profit improvements
The power of benchmarking your results against other businesses
An objective mentor who provides direction and guidance to accounting staff
Access to P&L’s CFO to Go network of established resources

Assurance That “Nothing Slips Through the Cracks”

P&L’s CFO to Go Solution effectively “fills in the gaps” resulting from the absence of an acting CFO or from events such as organic growth, acquisitions, systems integrations, or restructurings

Our solution provides a CFO who actively participates as a member of your senior management team and offers an informed sounding board.
Solution suite includes but is not limited to the following functions:

Financial statements
Budgeting / forecasting
Financial models
Cash flow projections
Cost analysis
Banking relationship development
Risk management
Tax services and certified statements

Bottom-Line Value: Combination of Experience and Diversified Management Skills

P&L’s CFO to Go Solution brings together a robust team of professionals with such characteristics:

Certified Public Accountants
Degreed in Accounting
MBAs from top-tier business schools
Strong financial management skills
Big-8 accounting experience from prior controllership and treasurer roles
Respected for confidentiality and integrity

Administrative Support

Scalable Solutions to Accommodate Your Financial Management Needs

P&L’s CFO to Go offers you the flexibility and convenience of having financial management resources at your disposal when the following business circumstances arise:

Audit Prep
Account Reconciliations
Cash Forecasting
Credit & Collection
Divestiture
Financing
Financial Reporting
Merger & Acquisition
Negotiation
New Venture Start-up
Product Profitability
Project Management
Projections
Special Analysis
Strategic Planning
System Implementation
Turnaround

Solutions Suite