Call Don today: 951-533-4966

Services

Over 30 Years of Senior Management Experience
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Strategic Financial Services that Drive Your Bottom Line Profits

Get a full range of CFO services – from expert financial advice to on-going professional oversight of your accounting and human resources functions – all on a part-time or as-needed basis.


Depending on your needs, available services include:

  • Financial Review of Your Business’ Health – Does your company have the necessary working capital to grow and survive? How strong are your relationships with your major vendors? How solid are your processes and IT systems? Get the answers to all of these questions and more…and then get expert recommendations regarding where to go from here.

  • Strategic Planning to Get the Competitive Edge – What are your goals for the next 12 months…and does your management team have a workable plan to make it happen? If not, you’re in the same boat as many of your peers. As your CFO, Don brings in the strategic planning aspect that will help your company reach its potential (and ensure you don’t grow yourself out of business!).

  • Assistance Obtaining External Financing – Do you know exactly what lenders are looking for when they’re considering loaning money to companies like yours? With over 30 years of Senior Management experience in finance and accounting in a broad range of industries, Don does. He’ll ensure all aspects of your loan application package are in excellent shape, including the properly formatted and well-documented 2- to 3-year projections that lenders consider key to the loan approval process.

  • Development of a Weekly Dashboard and Other Reports – Do you have the financial data and tools you need to effectively manage your business? As your professional financial manager Don will develop an easy-to-use dashboard that puts key real-time numbers at your fingertips, as well as other reports necessary to ensure you’re making informed decisions. Plus, he’ll also help you interpret it all and determine the best course of action given where things currently stand.

  • Expert Analysis of All the Numbers – When was the last time you took a deep dive into your company’s numbers? As your on-call CFO, Don can do in-depth financial analysis every quarter or month. From trend analysis to profitability analysis by service or product line, budget monitoring and more, you’ll get the peace of mind that comes from knowing a professional financial manager is helping to guide your business to success.

  • Insurance Placement, Negotiation and Management – How much is your business spending on insurance? Between Workers Comp, general liability, E & O, medical/health and other coverages, insurance is probably your third highest expense (behind labor and the cost of your product itself). Knowing what you can do to keep these costs as low as possible is vital. Thanks to his extensive experience with all aspects of insurance management, Don may be able to save your company a great deal of money in this area.

  • Establishment of Policies, Procedures and Controls – How big of a difference can the right policies, procedures and controls have on your business’ bottom-line profits? As Don can show you, these things have a huge impact. For example, strong financial controls can reduce employee theft and root out fraud. Proper Human Resources policies can avoid the costs of potential legal nightmares by keeping you in compliance with regulations and laws. And the right cash management procedures can help ensure that money is always available when you need it.

  • Access to a Network of Fully-Vetted Service Providers – When you need professional services, do you want to take your chances on a completely unknown entity, or would you prefer to get an introduction to a highly-recommended firm? Don’s network of fully-vetted service providers – most of whom he has worked with for years – includes CPA firms, strategic tax planning experts, legal counsel, HR service providers, IT service providers, lenders (including banks, private equity and asset-based), and other business professionals.
Get Started Now
To schedule a confidential, no-obligation needs assessment, and to learn more about the difference that Don Welker can make for your company, call Don today at 951-533-4966.