About CenterPoint CFO

Serving Clients in Charlotte, Piedmont Triad and Raleigh Markets

As a company moves through the various stages of its life cycle, inevitably the need arises to raise the financial bar within the business. Whether the need is driven by a lending institution, outside investors, the need to raise growth capital or simply as a means of clearly understanding the financial status and health of the company, the benefit of an experienced Chief Financial Officer cannot be overstated.

The complexity of a company’s financial needs is not necessarily driven by its size. Frequently, smaller businesses need the same fundamental insight and involvement of a more experienced financial leader as their larger counterparts, but simply cannot justify a full-time resource. The fractional-use CenterPoint CFO model was developed specifically with those companies in mind.

We offer retained CFO services on a part-time or project basis where we commit to serve as your company’s CFO for a period of time in a manner that is custom-tailored to fit your business. We can fill this critically important role in as few as a couple of days a month to several days a week depending on the complexity of your operation and specific needs. We will manage, mentor and develop your company’s existing financial function as well as represent your company’s interest to outside financial stakeholders (lending institutions, auditors, tax accountant, investors, Board of Directors).

​We look forward to learning about your business and understanding the challenges you are facing that are preventing you and your business from achieving optimum profitability and value.

Knowledge   Guidance   Value