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CFO SERVICES

CFO SERVICES

Our CFO services help to resolve all financial questions at once. We integrate full time in-
house CFO to manage daily work as well as bring our network of international tax and 
finance consultancy firms at preferred rates.

Our CFOs work closely with our strategic advisory team aligning all three aspects 
of company management – Strategy, Legal and Finance around Vault’s growth-
emergency mindset. Our CFO services come with the team of finance associates who 
specialize not only in standard financial reporting but also have in)investments 
background to help growth companies prepare for any potential M&A or liquidity events. 
Among others, we cover the following finance areas:

FINANCIAL STRATEGY AND PLANNING
  • Long-term financial planning
  • Cash flow forecasting
  • Financial modelling for growth, restructuring, or 
acquisitions
RISK MANAGEMENT AND MITIGATION
  • Identifying and mitigating financial risks (e.g., 
currency risk, interest rate risk)
  • Implementing internal controls and financial 
safeguards
BUDGETING AND FORECASTING
  • Predicting financial outcomes and planning 
accordingly
  • Adjusting financial models based on real-time data
OPERATIONAL EFFICIENCY
  • Streamlining accounting processes
  • Implementing or upgrading financial software 
systems
  • Improving the overall efficiency of financial 
operations
FINANCIAL REPORTING
  • Creating and reviewing financial reports (balance 
sheets, income statements, etc.)
  • Ensuring compliance with GAAP or other accounting 
standards
  • Presenting financial performance to stakeholders, 
including investors and board members
M&A SUPPORT
  • Providing financial due diligence
  • Valuing businesses for acquisition or sale
  • Structuring transactions to optimize financial outcomes

 

COST MANAGEMENT
  • Analyzing costs and identifying areas for 
improvement
  • Implementing cost-saving strategies
  • Evaluating vendor contracts and other financial 
commitments
CAPITAL RAISING
  • Assisting in raising capital through debt or equity
  • Preparing financial documents and presentations for 
investors
  • Working with banks or private investors for financing
CASH FLOW MANAGEMENT
  • Monitoring cash inflows and outflows
  • Improving working capital management
  • Ensuring liquidity and minimizing financial risks
INVESTOR RELATIONS
  • Communicating with investors and stakeholders on the company’s financial health and strategy
  • Preparing reports and financial updates for board 
meetings
INTERNATIONAL TAX PLANNING
  • Developing tax strategies to optimize the company’s 
tax position
  • Ensuring compliance with local, state, and federal tax laws
  • Overseeing tax filings and interactions with tax 
authorities