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


“Bill and his team pick up where our controller left off – it was amazing.”
–Tool & Die Corporation