CFO Services

Strategic CFO Guidance, Built for Success

CFO Services

Strategic CFO Guidance, Built for Success

LedgerLogix

Meet Our Experienced CFO Team

Dan Littman
Tom Paquette

Partner & CFO Advisor

Brad Haller
Brad Haller

Director Of CFO Services

Tara Brown
Tara Brown

CFO Advisor

Dan Littman
Dan Littman

CFO Advisor

Bill Meier
Bill Meier

CFO Advisor

Dan Littman
Jeff Scheeler

CFO Advisor

Dan Littman
Paul Dorger

CFO Advisor

Our CFOs Understand

Financial Stewardship

Their stewardship helps safeguard the organization’s assets and ensures its long-term financial viability.

Strategic Decision-Making

Their strategic guidance is instrumental in driving the company’s growth and competitiveness in the marketplace.

Risk Management

Implementing robust internal controls and risk management frameworks, CFOs help protect the organization from financial losses and reputational damage.

Investor Confidence

By providing transparent and accurate financial reporting, CFOs help build investor confidence and trust, which is essential for maintaining access to capital and supporting the company’s growth initiatives.

Operational Efficiency

By implementing sound financial management practices, CFOs help streamline processes, optimize resource allocation, and improve overall operational performance.

Compliance and Governance

Fostering a culture of compliance and transparency, CFOs help mitigate legal and regulatory risks.

Is there a difference between an accountant or bookkeeper and a CFO?

Yes!

Your accountant or bookkeeper deals with what’s happened in the past by tracking historical trends, income, and spending. A CFO is the only financial expert who predicts the future of your company’s finances. They analyze your financial data to determine where your business is going and how your actions impact your wealth months and years later. Business leaders use a CFO’s expertise to make strategic financial decisions and drive toward their goals.

LedgerLogix

Expert CFO Guidance, Customized for You

LedgerLogix

Expert CFO Guidance, Customized for You

LedgerLogix

Expert CFO Guidance, Customized for You

CPA (Outside)
  • Some do bookkeeping
    and payroll
  • Historical reports
Controller (Internal)
  • Close the books, prepares accounting reports
  • Monitors AR and AP
  • Reviews transactions
  • Historical reports
CFO (Internal)
  • Focused on profitability, internal cash flow, working capital
  • Strategic and forward looking
  • Working with the business owner on goals and making the business better
LedgerLogix

Our CFOs are highly trained and experienced

LedgerLogix

Our CFOs are highly trained and experienced

LedgerLogix

Our CFOs are highly trained and experienced

Strong internal reporting, including management reports, budgets, forecasts, bank covenants, internal PL, BS, CF.

  • Remove the hassle and expense of continuing education
  • 20+ years of experience in a variety of industries working “in businesses”, not “for businesses”
  • Served as a CFO or larger company financial executive

  • Strong operations background. Not accountants….much more like a COO
  • Experts at driving internal cash flow
  • On-site can be the key! Usually every week

Replaced full-time CFO with LedgerLogix’s CFO Guidance package

Reduced their total cost by 50% while increasing knowledge base and capabilities
  • Currently managing the financial process and understanding margins and inventory
  • Enhancing key relationships with bank, CPA firm, and Board of Advisors
LedgerLogix

Personalized CFO Insights & Strategy

LedgerLogix

Personalized CFO Insights & Strategy

LedgerLogix

Personalized CFO Insights & Strategy

Is Easy with LedgerLogix There to Guide You!

CFOs are integral to the success of an organization by providing financial leadership, strategic direction, risk management, and governance oversight. Responsible for overseeing the financial health of the organization, they implement robust internal controls and risk management frameworks, to help protect the organization from financial losses and reputational damage.

A CFO’s insights are essential for navigating complex financial landscapes, driving growth, and creating long-term value for shareholders and stakeholders.

Unlock Strategic CFO Insights, Book Your Consultation Today

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Ledger Logix A Division Of TP4 Advisor

Fractional CFO Services

LedgerLogix offers CFO-level strategic guidance for businesses that need financial leadership without the cost of a full-time executive. We help with financial planning, risk management, and performance analysis to drive business success.

Speak To Our Experts
(513) 489-4874
or Request A Consultation