Peridot CFO Services
What is an Outsourced CFO?
An outsourced CFO is hired on a part-time or project basis to provide financial strategy services.
These services can include:
Bank and loan advisory services
Resolve cash flow issues
Business scenario planning (for future decisions such as capital equipment purchases, human capital needs, growth plans, etc.)
We act as an independent, financial expert and trusted advisor who operates with a high level of discretion. We have previous experience working in public and private companies at various stages of startup, growth, and expansion.
Meet Barney Holtzman, CPA, CGMA
With over a decade of comprehensive experience in the finance industry, Peridot CFO, Barney Holtzman, CPA, CGMA, leads an executive management team while providing leadership, direction and management of finance and accounting operations.
Barney manages the processes for financial forecasting and budgets and oversees the preparation of all financial reporting, as well as, advising on long-term business and financial planning.
Barney believes it is important to establish and develop relations with senior management and external partners and stakeholders. He is also skilled at providing strategic recommendations to the business CEO/President and members of any company management team.
Providing Part-Time CFO Services to Small and Medium-Sized Businesses
Our CFO Services at Peridot work to bridge the gap between the Owner/CEO and finance and accounting staff. We work with the client team to improve important functions, including financial reporting, budgeting, projecting, and improving cash flow, performing due diligence procedures, developing business plans, and preparing companies for sale. In short, we help create value.
Small and medium-sized companies are the driving force in the economy today. Peridot CFO Services recognizes that most owners and CEOs need higher-level financial guidance than they currently receive, but may not need a full-time CFO or have the wherewithal to pay a full-time CFO.