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Financial Consultants
iCFO financial consultants come from a broad variety of industries and go through a careful screening and training process. This ensures that each of our clients receive professional service and guidance, all from a CFO perspective. Because iCFO has such a large base of financial consultants, we can choose one that will be the best fit for each client and will be the most capable of helping every client meet their business financial goals. 

Reason For Failure & iCFO Antidote

  1. Over expansion - Added overhead can induce businesses to overextend themselves financially
    iCFO strategic planning, cash flow projections and sales/trend forecasting provides the information that business owners need to determine whether or not the company can manage the cost of expansion. Once a decision has been made, iCFO budgeting services can help keep expenses in check during the carefully planned expansion process
  2. Poor capital structure - Taking on too much poorly structured debt can quickly deplete cash flow and bury a business during hard times
    iCFO is equipped with a staff of experts who have extensive experience in helping business secure the financing they need and structure a healthy amount of debt that is designed to allow for measured growth, steady cash flow, and flexibility during challenging times
  3. Overspending - A poor understanding of the overall financial picture often leads to irresponsible spending decisions
    You can edit text on your website by double clicking on a text box on your iCFO consultants prepare detailed monthly financial statements that give business owners a firm grasp on profits and losses. More importantly, iCFO provides clients with cash flow projections and expense streamlining that will help minimize unnecessary expenditures and free up funds for priority expenses 
  4. Lack of reserve funds - Failing to prepare for uncontrollable costs is another top reason many businesses fail.
    iCFO puts all of our financial consultants through a unique training program that emphasizes smart finance management based on data from a broad range of industries. Our consultants use these data-based metrics to ensure that clients are in line with industry standards for capitalization, cash flow, profitability, and funds in reserve 
  5. Poor execution and internal controls - Poor accounting control and process engineering can be a major profit-killer.
    iCFO is built on the premise that the best decisions are well-informed decisions. Using our experience and knowledge base, iCFO consultants are able to bring the best practices from a variety of industries to our clients and their business. Importing these concepts allows our clients to refine their policies and protocols to maximize profitability instead of losing dollars on poorly designed procedures
  Compliance Services
Risk management has grown increasingly complex over the years, prompting organizations to increase the size and reach of their risk management functions. But this hasn’t necessarily resulted in more effective coverage.
Many organizations now have multiple risk functions that exist in silos and are disconnected from one another and the company’s broader business strategy.

This lack of coordination can actually hinder an organization’s ability to manage and capitalize on risk.
We can help you achieve a highly functioning, integrated risk and control environment that will help you decrease complexity and cost while improving performance and protection of existing assets. Leading organizations are creating a competitive advantage through practical yet valuable improvements to the way risk is managed. The opportunity to do so has never been stronger.
  1. Registration Statements
  2. Assistance with Periodic SEC Reporting and Disclosures
  3. Representation in front of IRS, FTB, EDD & BOE 
  4. Business Combinations (M & A) due diligence
  5. Reorganizations
  6. Write up Service including Payroll
  7. Assistance to Attorneys, Investment Bankers, and Other CPAs
  8. International & Multi-State Tax Returns