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Getting You Back To Business

WE TAKE CARE OF THE BACK OFFICE SO YOU CAN RUN THE FRONT

We understand the cycles of growing your business. Often you, as an entrepreneur, and your organization will reach an inflection point. You may find yourself bogged down with operational detail instead of propelling your business forward. FreeBOLD specializes in breaking through these plateaus. We help you run your organization behind the scenes, so you can grow it from front and center.

Here’s how our fractional CFO and strategic business consulting services can help small and mid-sized companies in just a few hours a week:

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Finance

We can get your finances in hand by providing:

  • Cash flow analysis and planning
  • Forecasting, budgeting, and variance analyses
  • Evaluation of current accounting systems, controls, and personnel
  • Help in securing financing
  • Annual-, quarterly-, and month-end reviews
  • Management of accounting system change

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Operations

We make sure your day-to-day processes set you up for success by helping with:

  • CFO services on a part-time basis
  • Project costing
  • Profitability assessments
  • Market expansion
  • Restructuring assessments

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Strategic Planning

Starting with a discovery session to pinpoint your current state and future goals, we help you map out a clear path forward by offering:

  • Assessment, implementation, and/or assistance in the development of your sales pipeline
  • Business plan review
  • Identification of pain points
  • Goal setting
  • Talent evaluation
  • Acquisition planning
  • Transition and succession planning

To learn how some of our clients have benefited from these services, see our COMPANY BIO >

Client Onboarding Process

How does working with FreeBOLD work? We start every partnership with an initial Discovery Session, offered as a complementary service to all potential clients. Our next step is an on-site visit to your plant, office, or facility.

If your needs match what we offer, FreeBOLD will draft the following for your acceptance:

  • Agreement
  • Statement of work
  • Mutual non-disclosure agreements

Ready to get started? Book your free 60-minute Discovery Session today.