Rose CFO Solutions, LLC
Consultant Name
Cynthia L. Rose, CPA
Categories
- Accounting & Finance
- Organizational Development & Planning
Contact Information
Phone
608-235-9072
Web
Introduction
Rose CFO Solutions provides chief financial officer (CFO) and controller services on a part-time, interim or project basis for start-ups, small or mid-sized organizations (both for-profit and non-profit) that do not need or cannot yet afford a full-time CFO or controller but require senior level financial and technology expertise.
We offer a hands-on approach to addressing critical business issues, help identify barriers to financial growth and implement action plans to help accelerate your business success. We will assess what works well, what needs improvement and infuse sustainable best practices into your financial infrastructure. We are committed to help you and your team achieve your financial goals.
Utilizing the expertise of a CFO who will work on a part-time or interim basis can allow smaller companies the senior level expertise they need at an affordable price. You gain an immediate benefit to your bottom line without the long-term commitment of a full-time CFO. This alternative is a capital efficient solution as it allows you to maintain a smaller core full-time accounting staff supplemented with part-time higher level professionals as needed.
Rose CFO Solutions is your strategic growth partner - unlock the potential in your organization.
Services
CFO or Controller level services tailored to fit your needs – part-time, interim or project based.
Operations and Internal Controls
- Evaluate, organize, train and manage accounting staff and finance infrastructure
- Cash management and treasury functions; cost reduction initiatives
- Review and streamline business processes and procedures for optimal efficiency
- Evaluate, document and test internal controls and systems
- Grant accounting and administration
- Risk management evaluation and administration
- Establish key relationships with investors, bankers, accountants and lawyers
- Human resource functions including hiring, payroll and benefits administration
Strategy and Planning
- Assist with long-term strategic planning and owner exit strategies
- Prepare business plans and capital efficient financial plans (cash flow and forecast modeling)
- Budget planning and development
- Corporate structure, spin-offs and due diligence for acquisitions
Financing, Investor and Board Relations
- Formulate and execute financing strategies and plans
- Negotiate and structure private equity and debt financing deals
- Develop corporate and board governance policies and procedures
Reporting, Taxes and External Audits/Reviews
- Oversee monthly financial statement preparation including variance reports
- Establish key performance indicators and create flash or dashboard reports
- Manage financial statement audits and reviews from external accountants
- Work with tax accountants and review filings
Technology and Project Management
- Select and implement accounting systems – from QuickBooks to ERP systems
- Project management using MS Project and PMBOK guidelines
- Manage development projects from planning through build phases
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What clients have to say -
Cindy provided us with top-tier financial management expertise during a staffing transition. She skillfully assessed our financial risks, identified opportunities for change and recommended processes and procedures to strengthen our internal controls and streamline our financial systems. Her knowledge and experience with start-ups, financial systems and non-profits made a real difference for us during the successful launch of the REDE organization.
Jennifer Alexander, President, Greater Madison Chamber of Commerce and Regional Economic Development Entity
Cindy could not have come at a better time. We were in need of a strong leader with an unbiased perspective who was knowledgeable in financial systems and controls. In short order, Cindy brought focus and stability to our world, transitioning us from a fledgling start-up to a professionally managed company.
Anne Conzemius, Co-Founder, President and Member of Board of Directors, QLD Learning, LLC
Background Information
As Principal of Rose CFO Solutions, Cynthia brings you over 20 years of experience in multiple industries with a strong blend of management, financial and technical knowledge. She has deep experience working with a broad variety of financial systems and is adept at managing the nuts and bolts of your financial organization including general management accounting and reporting, treasury functions, internal controls, information technology, human resources, facilities, risk management, audits, contracts, grants, raising capital and debt financing. Her work experience spans from several start-ups to a Fortune 1000 SEC company as well as co-founding an innovative management accounting firm.
Cynthia holds a BS degree in Accounting from UW-La Crosse, graduating summa cum laude. She is a Certified Public Accountant and serves as a member of the Greater Madison Area Chamber of Commerce Small Business Advisory Council and numerous other professional organizations. Since the early 80s she has served as a board member for several privately held companies, non-profit and association organizations.