Outsourced CFO Services

Get customized C-level financial management and strategic advice without the hefty price tag. Our fractional CFOs offer deep industry expertise gained from years of building, growing, and leading successful companies.

  • Strategic Financial Planning
  • Financial Reporting & Analysis
  • Cash Flow Analysis & Management
  • Financial Infrastructure Design
  • Forecasting & Budgeting
  • Restructuring & Corporate Bankruptcy
  • Capital Raising
  • Mergers & Acquisitions
  • Corporate Valuation Analysis
  • Sales & Use Tax Analysis

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Financial Infrastructure 360º

Through our proprietary framework, we examine each system that affects your organization’s efficiency to identify issues that inhibit your ability to grow and scale. Then we work with your executive team to explore, recommend, and implement solutions. The areas of focus may include:

  • Human Capital
  • Technological Systems
  • Data Management
  • Policy Development
  • Procedures and Processes
  • Internal & External Reporting

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Fractional Human Resources

We optimize your ability to attract top talent and build a scalable business by assessing your organizational structure, developing a go-forward plan, and implementing effective policies and procedures.

  • Strategic Planning
  • Compliance & Risk Mitigation
  • Organizational Design
  • Payroll & Benefits Management
  • Compensation Program Development
  • Talent Development
  • Special Projects

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Finance Executive Search

At The CEO’s Right Hand, we have developed a meticulous process for sourcing finance talent because that’s who we are. We offer unique finance executive search services conducted by industry experts.

  • Roles & Requirements
  • Candidate Identification
  • Candidate Vetting
  • Interview Management
  • Offer Negotiations
  • Communication Management
  • Salary Benchmarking

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Capital Raising Services

We partner with you to prepare for and pursue the capital you need to grow and scale. Together, we will determine your readiness, develop the necessary materials, and practice your pitch until you are 100% confident.

  • Strategic Planning
  • Financial & Operational Preparation
  • Due Diligence
  • Deal Structuring
  • Marketing Material Guidance
  • Pitch Preparation & Coaching

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Mergers & Acquisitions

Get the buy-side and sell-side expertise you need to navigate deals with confidence .The CEO’s Right Hand has deep and seasoned experience on both the buy and sell sides of the transaction.

  • M&A Management
  • Strategic & Operational Advisory
  • Crisis Management & Financial Restructuring
  • Due Diligence
  • Financing Services
  • Stakeholder Guidance
  • Company Valuation

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Business Tax Services

Obtain full tax advisory and return filing services, while ensuring that you’re in compliance with all state and federal regulations. We provide strategies for building your business while reducing your tax burden.

  • Sales Tax Services
  • Budgeting & Forecasting Support
  • Tax Planning, Accounting & Preparation
  • Local, Federal, & International Taxation
  • Tax Problem Resolution

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Accounting & Bookkeeping

With The CEO’s Right hand you gain accurate and timely bookkeeping, accounting, and financial reporting services. We “own” the accounting function so you can enjoy the peace of mind of knowing it’s all under control.

  • Monthly Financial Statements
  • Budgeting & Forecasting Support
  • Accounting Software Configuration
  • Accounts Payable & Receivable
  • Payroll and Benefits Management

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HR Infrastructure 360º

Get the most from your team while managing costs and minimizing risks. We collaborate with you to perform a holistic assessment of your human resource infrastructure and implement essential changes through our proprietary framework, focusing on critical components such as the following.

  • HR Strategy
  • HR Skills
  • Organizational Structure
  • HR Systems
  • Organizational Culture

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Why Teams Choose TCRH

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Customized Engagements

Other fractional consulting firms use standardized packages to streamline their operations. At The CEO’s Right Hand (TCRH), each engagement is different because we know that no two businesses are the same.

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On-the-Ground Experience

From our founder William on down, every member of the TCRH bench has on-the-ground experience. We source team members that specialize in one or several industries, so we can place you with someone who truly “gets it.”

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Partners, Not Vendors

We don’t see ourselves as vendors. We see ourselves as partners, working towards shared goals. Our consultants become part of your team for the length of their engagement. And when you’re ready for an FTE, we will help you find the perfect fit and facilitate a smooth transition.

Working With Us

We will create a scope of work that meets your needs – no more, no less.

Customized Engagements

We act as your business partners. We own whichever aspects of your finance, accounting, or HR function you need so you can focus on growing and scaling your business.

Short-Term / Project Based

On-demand knowledge & experience during time-critical projects. Consulting expertise that combines strategic skills with deep operations experience.

“The team at The CEO’s Right Hand has proven indispensable to Jones as we have grown over the years. Ensuring we have the proper financial systems in place has enabled us to scale our organization without having to worry that our ‘back office’ will not be able to keep up with the growth. And, of course, the team was crucial to successfully closing our Series A round.”

Omri Stern

CEO, Jones