


Project Based CFO Services
Evergreen.cfo gives you the manpower and expertise to define and manage a special project without interrupting your day-to-day business activities. With Evergreen.cfo, your special project is our top priority. Areas of expertise include:
Enhancing Operations:
• Create budgets, forecasts and business models to enhance management control of
current operations, strategic initiatives and major transactions
• Develop operating policies for critical activities including accounting, control and audit
to ensure accurate and compliant reporting to stakeholders
• Conduct software evaluations, selection and implementation
• Mentor and train in-house staff
• Create stock option plans, valuations and administration
• Manage and develop HR related functions
Enhancing Profitability and Cash:
• Design cost reduction and working capital programs
• Analyze, model and support effective pricing and revenue generating initiatives
• Review all infrastructure costs, contracts and suppliers
• Provide ongoing Advisor Board services
Reporting and analysis:
• Conduct in depth analysis to determine relevant performance criteria/benchmarks to support effective decision making and management control
• Create analysis and “pitch package” to secure VC, asset-based and conventional Financing
• Create regular monthly reporting packages of ongoing operations for management and stakeholders
Crisis Management:
• Design effective turn-around strategies and assist in their execution
• Provide critical interface between company and creditors and investors
• Supporting and analyzing major transactions
Decision Making Tools:
• Timely, useful and accurate financial statements
• Financial education for key management
• Recommendations on areas for improvement
• Identification of Key Performance Indicators
• Product or Service Line profitability analysis
For more information, please contact:
William W. Heintzelman
Email: billh@evergreencfo.com
Phone: 410.720.0100
Fax: 443-589-1165

