CFO / Family Office CFO

Financial Management for Profitability and Positive Cash Flow

Whether you need an interim or part-time CFO, Level II Solutions’ financial acumen, combined with extensive experience in diverse organizations, delivers expertise in financial strategy, forecasting, and reporting.

Your Advisor

Throughout an engagement, the firm acts as an expert advisor who uses an in-depth knowledge of your business to reach mutually developed goals.

Strong Financial Reporting

The firm recommends and assists in generating complete and accurate financial reports each month. This information can help increase profitability and help manage growth and change. Using historical data combined with future assumptions, the firm also can develop budgets, strategic forecasts, and models.

Current and Past Projects

  • Budget preparation
  • Financial forecasting
  • Cash flow projection and management
  • Financial statement preparation
  • Financial reporting standards
  • Profit center financial management
  • Financial and accounting controls
  • Efficient annual audits
  • Accounting/finance staff evaluation and management
  • Liaison between clients and accountants, bankers, investors
  • New accounting firm selection and transition
  • Expanding or changing banking and lender relationships
  • Financing alternatives or debt financing strategies
  • Financing negotiation
  • Credit restructuring
  • Preparation for sale or merger
  • Crisis management