Robert E Patrick

Certified Chief Financial Officer

What keeps you up at night? Is your organization ready for what lies ahead? Are you running unnecessary risk? Are there untapped sources of revenue you should be investigating? What are other organizations like yours doing to optimize their finance and operations? Do you have the right staff? The right finance and accounting systems, and policies?

The One Day CFO consultation is designed to be a day of open dialog and candid conversation with a finance expert. While the format for the day is dictated by your goals and specific objectives, we provide a suggested framework to optimize the experience.

  • Compliance
  • Governance
  • Growth
  • Resources Maximization Systems
  • Even if you can’t afford a full-time CFO, you can’t afford not to have a CFO for A Day. Your business needs the financial leadership that an experienced, Finance Professional can provide. Many companies either cannot yet justify the cost of full-time Chief Financial Officer.

Using the information gathered in the CFO for a Day session I will create two documents:

  • Strategy Timeline Document
    • Puts your current and future projects against a timeline and organizes them in priority.
    • You get to see how it all fits in, where are the highs, lows and gaps
  • Executive Presentation Deck
    • SWOT analysis
    • Projects and their dependencies
    • Business and Governance needs
    • Recommendations

Allow Robert Patrick & Company be your Chief Financial Officer (CFO) For a Day. In this capacity, we can perform a financial examination that will assess your business’s fiscal health. In most cases, we will meet with you following an in-depth analysis of your financial results and share concerns as well as ideas on how your business can achieve better fiscal health. At the same time we can discuss any future business changes you may anticipate and determine how they can best be handled. As your Profit and Growth Expert, Robert Patrick & Company will be committed to elevating the health and vitality of your business.