CFO advisory and financial diligence
Practical financial guidance for business owners and buyers.
Backline CFO is led by Cole Richards, a CFO Advisor, CPA, and business owner. Cole helps owners manage cash flow, buyers review acquisition financials, and sellers prepare their books for a sale.
What Backline CFO does
Accounting reports tell you what already happened. Cole helps you use that information to plan cash needs, understand business performance, review a possible acquisition, or prepare for a sale.
Services
Monthly CFO Advisory
Ongoing help with forecasts, cash flow, monthly reporting, financial targets, and the specific issues affecting your business.
Acquisition Diligence
An independent review of reported earnings, seller add-backs, cash flow, working capital, and other financial issues in a proposed business purchase.
Sell-Ready Financials
Review, cleanup, reconciliation, and documentation to make your financial records easier for a buyer and their advisors to evaluate.
About Cole
Work directly with Cole Richards
Cole spent more than a decade in accounting, including serving as Director of Accounting at a large investment firm. He later bought two businesses of his own.
He brings both perspectives to his work: the CPA responsible for careful analysis and the owner responsible for acting on it. Clients work directly with Cole from beginning to end.
How the work starts
Explain what you need
Tell Cole about the business, the financial question or project, and your timing.
Review the proposed scope
Cole will explain what information is needed, what he will deliver, how long the work should take, and what it will cost.
Work directly with Cole
Cole completes the agreed work and reviews the findings and recommendations with you. If a smaller scope is sufficient, he will say so.
Have a financial question or project in mind?
Contact Cole to describe what you need. He will let you know whether Backline CFO is a good fit and what the next step would be.