SERVICES
STRATEGIC FINANCE AND ACCOUNTING
FOR EVERY STAGE OF BUSINESS
What We Do
Exit Planning & Transaction Advisory
Build value. Be ready. Exit on your terms.
We help you prepare for and navigate major transactions with confidence, from early planning through closing.
What this includes:
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Exit readiness assessments
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Value creation strategy
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Financial story development
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Sell-side and buy-side support
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Transaction management and coordination
Outcome: A stronger valuation and a smoother, more successful transaction.
The Simonson CFO Coach
Develop stronger financial leadership from within.
We support internal finance leaders and operators with the structure, guidance, and perspective needed to elevate performance.
What this includes:
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Coaching for controllers and finance managers
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Decision-making frameworks
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Financial communication and reporting guidance
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Leadership development within finance functions
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Ongoing advisory support
Outcome: A more capable, confident internal finance team.
Data & Analytics
Modern businesses need real-time clarity. Turn financial data into actionable insight.
We create visibility across your business so you understand what’s driving performance and where to focus next.
What this includes:
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Custom dashboards and KPI tracking
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Forecasting and scenario modeling
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Revenue and margin analysis
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Operational performance insights
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Automation of reporting processes
Outcome: Real-time clarity into performance and growth drivers.
FP&A & Cash Flow Discipline
Control your cash. Plan your growth.
We implement financial planning and analysis processes that bring discipline to budgeting, forecasting, and cash management.
What this involves:
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Budget development and management
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Rolling forecasts and scenario planning
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Cash flow modeling and optimization
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Expense and margin control strategies
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Financial planning infrastructure
Outcome: Predictable cash flow and a clear path forward.
Strategic CFO Leadership
Executive-level financial direction to guide growth, improve decision-making, and align financial strategy with business goals.
For companies that need seasoned finance leadership without hiring a full-time CFO.
What this includes:
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Financial strategy aligned to business goals
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Leadership team support and decision guidance
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Board and investor reporting
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KPI development and performance tracking
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Capital planning and growth strategy
Outcome: Confident decisions backed by clear financial direction.
Accounting & Financial Reporting
Clean, reliable financials through process improvement, internal controls, and structured reporting.
Accurate financials are the foundation of every strategic decision.
What this includes:
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Financial statement cleanup and standardization
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Monthly close process improvement
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Internal controls and best practices
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Management reporting packages
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Audit readiness support
Outcome: Clean, reliable financials that support better decisions.
The Impact
10+
INDUSTRIES
25+
YEARS OF EXPERIENCE
50+
TRANSACTIONS
200+
COMPANIES SERVED
Why Simonson CFO
Leadership Without the Overhead
Accurate & Timely Financials
Built for Scaling Companies
From Insight to Execution
Financial Discipline You Can Rely On
