As your company grows, Quantum FBI helps transform your decision-making from reactive to intentional.

Services > CFO Services

At Quantum FBI, we channel our finance expertise into a strategic leadership role.

Whether you’re a CFO looking for short term, high-level financial advice to navigate a business challenge or a business requiring more regular oversight of your daily finance and accounting operations, Quantum’s customized CFO services ensure that your get the financial leadership you need to scale your business and maximize profitability.

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Make better financial decisions without requiring the salary and benefit burden of a full-time CFO.

Quantum’s senior finance professionals will help you maximize your resources, accelerate your business growth and optimize your technology, resulting in a more profitable company that can more effectively and predictably achieve its goals.

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Our team has decades of experience developing successful finance strategies and are experienced in working with businesses in all industries, sizes and growth stages.

Eliminate guesswork and be empowered with the financial confidence you need to make data-backed, informed business decisions to drive your company forward.

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What’s included in CFO services

Cash management strategy

Incentive plan

Financial reporting

Capital raising

Cashflow projections

Equity management

Banking relationships

Board reports and presentations

Exit planning

Rolling forecasts

One-on-one CFO consultations

Sensitivity analysis

Scenario planning & analysis

Revenue projections

COGS budget

Resource planning

Human capital planning

OPEX budget & analysis

Annual budgeting and forecasting

Business analytics & KPI’s

Growth planning

What you can expect

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    Extensive industry knowledge

  • Outline of a hand holding a dollar sign with circular arrows around it, representing financial exchange or cash flow.

    Cost-effective options

  • Illustration of two hands shaking, one with white gloves and the other with orange gloves, symbolizing cooperation or partnership.

    Trustworthy financial leadership

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    Decades of finance expertise

  • Group of women having a discussion in a bright office conference room with laptops and notebooks on the table.

    "At Chicken Soup for the Soul, we are a very acquisitive and developing Company where change is the norm. As we implemented our ERP system, Sage Intacct, we found that we needed a partner that would be knowledgeable, flexible and informed to assist with implementing the system in an effective way. We found that in Quantum as they have been extremely flexible, agile and most of all have put in the time to understand our business needs and with that our system needs. We have ways to go, but I can’t imagine where we would be without the Quantum team’s help! Quantum has been the ideal solution to our business and system needs."

    Daniel Sanchez, Chicken Soup for the Soul Holdings

  • Group of six people having conversations in a modern office with bookshelves and potted plants in the background, with a blue overlay and orange quotation marks at the top.

    "We have worked with Quantum FBI for over 2 years and during this time they have become an integral part of our finance team. They effectively teamed with us through three rigorous PCAOB audits and are now working with us to transition our financial reporting system from QuickBooks to Sage Intacct. Hector and his team have earned our trust and respect as they provide a very flexible financial staff augmentation model, while providing accounting and financial expertise, on-demand.”

    Steven Spencer, CAO, AlefEdge

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