CFO Services

Lescault and Walderman provides part-time and project-based strategic CFO services that focus on data enrichment and financial reporting to drive client growth.

Financial Reporting Services

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Get fresh and independent perspective on operational challenges and opportunities.

Financial Planning & Analysis

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Use your business financials to map out long-term growth strategies that build your company’s value.

Key Performance Indicators

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Focus on your key indicators and understand how they align with your industry peers.

Stop Being Reactive

  • Are you using the ideal accounting systems/processes for your business and industry?
  • Do you struggle with the same operational challenges and opportunities?
  • Do you know how you measure up to your competitors?
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Get the right financial know-how to take your business to the next level. Your accounting data has the answers you need. And you need to know how and where to look. Don’t be left on the competitive sidelines.

Get the insight you need to be more strategic.

Here’s How You Get The Perspective You Need

When you base your business on financial data, you can make confident and impactful decisions. Use the insight your information is offering.

Systems Evaluation and Implementation

We analyze your current systems and processes to identify critical areas of improvement to streamline and enhance your reporting capabilities.

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Financial Modeling

We provide accurate business projections to help you forecast revenues and expenses, manage cash flow, analyze monthly performance and drive growth.

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Strategic Advisory Services

We deliver expert analysis of your financial data to help you guide future decision-making that impacts the longevity and value of your firm.

Here's how to get started:

1. Schedule a No-Obligation Call

Your time is valuable, and we don’t want to waste it. Let’s schedule a discovery meeting so we can discuss your needs and confirm there’s a fit.

2. Receive Your Accounting Review

We'll review your accounting documents, then provide you with a customized report that includes our findings and our recommendations for moving forward.

3. Attend Review Meeting

We'll host up to a 2 hour meeting to review our findings and recommendations, answer any further questions and outline how we'll work together.

4. Review Your Proposal

Working from our review, we’ll provide clear and actionable recommendations for improvement related to your particular processes, software, and systems.

5. Engage Us For Your Needs

If you approve of our recommendations, you’ll sign an engagement letter and we’ll start work!

Make the Most of Your Financial Data

Lescault and Walderman understand the immeasurable value of the financial information in your accounting system. We want to help you make the most of it.

Our CFO services an increased understanding of your core business operations. You’ll be able to identify operational inefficiencies and focus on the most useful and insightful data.

Our financial models are integrated and segmented by fixed and variable costs. They include interest rates, AP/AR days, fringe rates, inventory turns, and any industry-specific variables that may impact them. You can use customized financial models to address and track specific factors and present on those factors at finance meetings.

Our budgeting and forecasting help you better manage cash flow, business costs, and labor needs. They can also be used to improve inventory control and production schedules. When properly employed, these advanced financial management tools provide you with an insightful vision of your operations.

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The Five Biggest Mistakes Business Owners Make

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Frequently Asked Questions

Outsourcing CFO services enables organizations to access expert financial guidance and strategic insights while controlling costs compared to hiring a full-time CFO. This approach enhances financial decision-making, scalability, and compliance, allowing management to focus on core activities and innovation.

By leveraging strategic CFO services, businesses can navigate complexities, improve operational efficiency, and align financial strategies with overall growth objectives.

The biggest concern for companies when outsourcing such an important function is the loss of control especially when you are used to an in-house CFO. With Lescault and Walderman we understand this concern and will ensure that there are clear lines of communication with the management team, you receive regular updates and proposals with scheduled meetings discussing financial strategies to keep you informed and at the helm of your business decisions.

Lescault and Walderman offer strategic CFO Services that are part-time and project-based. We deliver data enrichment and accurate financial reporting to help our clients drive growth.

We achieve this by evaluating internal systems and how they are implemented. We will gauge confidentiality and security and integrate a viable software solution to protect your business data assets. 

The integration of technology into your business will also allow the outsourced CFO and your management team to keep abreast of all financial transactions with live reporting. Leveraging this technology the dedicated outsourced CFO can make strategic financial business decisions with projections and proposals based on financial modeling.

To learn more about outsourcing with Lescault and Walderman click here.