Evergreen Advisors’ team of professionals brings a broad and diversified depth of experience in accounting and finance to serve early stage and middle market companies. We will work with you and your team over a span of time in order to provide you the best guidance for your organization’s fiscal needs. Our experience and focus on working with venture-backed, high-growth companies allows us to be a value added resource to entrepreneurial enterprises.
Evergreen Advisors offers the following Strategic CFO Advisory services:
Budgeting, Forecasting, and Reporting
Evergreen will help you prepare a budget and financial model for your business, helping you to reach important goals throughout the development and maturation of your business. We will assist in the preparation and management of capitalization tables that represent accurate ownership for each class of security issued. Our team will also develop financial forecasts to project future growth and produce reports, and prepare budget allocations based on these financial models.
Board/Investor Management
Not only do we assist with any and every financial and accounting function you may need, we will also help you prepare for board meetings, ensuring that you develop the appropriate metrics and key performance indicators, present them accurately in the proper context and format for a well-delivered presentation.
Financial Planning and Analysis
Evergreen Advisors’ CFO team will consider your current and future budget allocations and financial reporting, along with your future growth projections, in order to properly provide strategic planning and financial analysis for your company. We make sure to deliver the best guidance in preparing your financial statements as well as insight and direction on how to improve your financial performance.
External Compliance & Risk Analysis
Evergreen’s team works with a wide range of industry companies on managing and monitoring internal controls and financial reporting to mitigate and eliminate risk. This includes creating more effective internal policies and control structures, improving operations and preparing companies for audits and examinations.
Contact us at info@evergreenadvisorsllc.com for more information on our Strategic CFO Services.
