How we are different

Impact understands business challenges and the need to close the gap between strategy and execution. Our time-tested integrated approach looks at your business from various perspectives including your customer and all groups that touch them. Best of all, we are an affordable solution as a part-time CFO since you get all the expertise you need without having to hire a full-time and expensive CFO.

As part-time chief financial officers we:

  • Are permanent members of your team
  • Take a holistic approach to solving your problems
  • Become a fully integrated part of your organization
  • Make recommendations with your involvement
  • Are proactive implementing action steps rather than providing a list of recommendations
  • We are results oriented to assist you reach your goals.

Impact CFO helps businesses understand their historical financial data so they can project where they want to go. After our clients have a clear vision of where they want to be, we then help them get there by working alongside on an interim, part-time, or project basis. Impact CFO provides business owners the financial expertise needed to effectively allocate the company’s resources to successfully thrive in today’s business world. We also bring businesses the opportunity to work with Senior Finance Executives for a portion of the cost of having a designated full-time employee fulfilling these needs.

How our CFOs work

Our process begins with a no-cost discovery session that helps us understand your business challenges and how we would work together.
This process is how we partner with you to develop time-tested, responsive, and innovative strategies that give you greater visibility throughout your organization.
As a result, the CFO you work with will help you take the necessary steps to lower costs, reduce risk, and achieve your business objectives in an ever-changing business environment. This approach fully supports your highest priority – increasing customer satisfaction.
How we help companies thrive.

  1. Cash (Cash Flow Modeling, Banking Relationships, Funding Events)
    Projecting how much cash your company will generate (or how much it will use) is critical in all aspects of planning. Managing and deploying cash for the best return is vital. We can help model the financial performance of your company so you can proactively plan for your cash needs. If you need to work with your bank, or if you decide to take on additional investment dollars, we help prepare the presentation and accompany you as your “CFO” to present information and provide confidence in your company and its staff.
  2. Strategic and Business Planning
    Strategic and business planning allows you to define what success will look like. The strategic and business planning process includes a budget for the P&L, balance sheet and cash flow. Key relationships between the numbers are identified, analyzed, and measured to ensure your company is improving.
  3. Working Capital Improvement
    Once the planning process is underway, identifying areas for improvement is a natural extension. At Impact, we focus on ways to improve cash first and foremost. This includes analyzing working capital and identifying steps to improve your balance sheet efficiency.
  4. Margin Improvement and Expense Reduction
    Another key process within the planning process is to identify methods to improve margins and reduce expenses. With over 15 years of experience in a variety of business environments, we know the steps to evaluate spending, identify areas for reduction or improvement, and implement changes to make sure goals are realized.
  5. Financial Statement Preparation and Analysis
    Measuring how you did is key to not only the management, but also to banks, partners, investors, etc. Impact will evaluate the month-end closing process and insure that the necessary changes are made to not only “get the numbers out”, but also to understand what happened, why it happened, and how will it affect future results.
  6. Internal Controls
    It’s not a very exciting area to discuss, but the integrity of your business depends on its internal controls. It sets the tone for integrity within the company, affects the accuracy of your results, and protects you from theft! Impact can evaluate the controls in place and make recommendations for changes to strengthen the procedures in accordance with staffing levels.
  7. Insurance and Risk Management
    Impact has deep experience in identifying business risks and determining the best methods for mitigation of such risks. We utilize long standing relationships with a variety of insurance brokers in order to find the most costs effective way to make sure the risk is adequately covered.


Having an experienced Controller is essential to successfully run a business. Impact CFO guides you through the process of maintaining an adequate system of accounting records and a complete set of controls and budgets exclusively designed to mitigate risks. At Impact CFO we pride ourselves on having a team with a vast experience from working in a wide range of industries and companies. Thus, providing the know-how on how to make better financial decisions.

Staff Accountant

Impact CFO Accounting Supervisors and Staff Accountants are an essential part of the services we offer. This team’s prime and ultimate goal is to help your business grow and succeed. We do this by understanding the needs of your business and eliminating the noise so business owners can focus on the managerial side of the business. Staff Accountants work with almost every accounting system including QuickBooks, PeachTree, Great Plains, and Dynamics