LAUNCH POINT CFOs

OUTSOURCED ACCOUNTING AND FINANCE SERVICES

We empower businesses to achieve financial clarity and strategic growth by providing expert accounting solutions with integrity, precision, and a steadfast commitment to excellence

Services

Financial Management and Reporting

Strategic Planning and Analysis

Bookkeeping and Financial Reporting

Empower your business with accurate, up-to-date financial records. At Launch Point CFOs, we provide tailored bookkeeping solutions for startups and small businesses, ensuring clarity and confidence in your financial operations.

Our services include:

  • Accurate Transaction Classification: Keep your books clean and organized with meticulous daily transaction categorization.

  • Comprehensive Financial Reports: Receive detailed monthly Profit & Loss statements, Balance Sheets, and cash flow insights directly in your inbox.

  • Real-Time Financial Clarity: Access up-to-date financial data anytime, enabling smarter budgeting and cash flow management.

  • Audit and Compliance Support: Ensure your financial records meet regulatory requirements and are ready for external audits with our thorough compliance-focused services.

  • Tax-Ready Records: Avoid penalties and ensure smooth tax seasons with well-organized, audit-ready reports.

  • Reconciliation & Oversight: Validate all bank, credit card, and payroll transactions, ensuring accuracy across all accounts.

  • Expert Support: Benefit from a dedicated bookkeeping team, ready to assist with inquiries and provide actionable insights.

With our streamlined processes and user-friendly reports, you’ll have the tools and confidence to make informed business decisions.

Technical Accounting

Simplify complex accounting standards and ensure compliance with expert technical accounting services from Launch Point CFOs. We help businesses navigate intricate accounting challenges with confidence and precision.

Our services include:

  • Revenue Recognition Compliance: Implement and maintain GAAP-compliant revenue recognition practices, including ASC 606 analysis and application.

  • Lease Accounting Solutions: Manage lease agreements effectively with ASC 842 compliance, from initial classification to ongoing reporting.

  • Stock-Based Compensation: Accurately account for equity awards, including valuation, expense recognition, and disclosure requirements.

  • Complex Transaction Accounting: Address accounting for mergers, acquisitions, divestitures, and restructurings, ensuring compliance and accurate reporting under applicable standards.

  • Purchase Price Allocations (PPA): Support your business during acquisitions with precise allocation of purchase price to tangible and intangible assets.

  • Technical Memo Preparation: Document accounting positions and policies with detailed, audit-ready technical memos for complex or judgmental areas.

  • GAAP Policy Development: Create and implement standardized accounting policies and procedures to ensure consistency and compliance across all business activities.

  • Audit-Ready Support: Prepare detailed schedules, reconciliations, and workpapers to streamline your external audit process.

  • Restatements and Adjustments: Assist with correcting prior-period errors, restating financials, or addressing other compliance-driven adjustments.

  • Dedicated Expertise: Work with seasoned technical accounting professionals who bring clarity to complex issues and provide actionable guidance tailored to your business.

With our technical accounting expertise, you can focus on your core operations while we ensure compliance and accuracy in your financial processes.

Desktop Procedures

At Launch Point, we help businesses establish clear, effective financial frameworks to streamline operations and ensure compliance.

Our services include:

  • Detailed Process Documentation: Step-by-step guides for tasks like invoice processing, expense reporting, bank reconciliations, and journal entries, ensuring consistency across teams.

  • Accounting Policy Manual Development: Formalized policies for revenue recognition, inventory valuation, depreciation methods, and more, aligned with GAAP standards.

  • Chart of Accounts Design: A structured framework for categorizing transactions, tailored to your business needs.

  • Internal Control Procedures: Risk-mitigation strategies, including segregation of duties, authorization levels, and data validation checks.

  • Training & Implementation: Comprehensive staff training to ensure seamless adoption of new procedures and policies.

Benefits of our services:

  • Improved Accuracy: Minimized errors and reliable financial reporting.

  • Enhanced Efficiency: Streamlined workflows reduce time spent on repetitive tasks.

  • Regulatory Compliance: Adherence to standards and internal controls ensures compliance.

  • Simplified Onboarding: New employees quickly adapt with well-defined financial processes.

Launch Point provides the tools and expertise to build a strong financial foundation, empowering your business for growth and success.

Treasury Management

Optimize your company’s liquidity, cash flow, and financial risk management with expert treasury solutions. At Launch Point CFOs, we help businesses implement efficient treasury management strategies to enhance financial stability and operational flexibility.

Our services include:

  • Cash Flow Optimization: Develop and implement strategies to improve cash flow forecasting, working capital management, and liquidity planning.

  • Banking & Treasury Operations: Streamline banking relationships, optimize account structures, and negotiate favorable banking terms.

  • Risk Management & Hedging Strategies: Identify and mitigate financial risks, including foreign exchange, interest rate, and commodity price exposures.

  • Debt & Capital Structure Advisory: Evaluate and optimize your company’s debt and capital structure to support growth and minimize financing costs.

  • Treasury Policy Development: Establish robust treasury policies and controls to ensure compliance, security, and efficiency in financial operations.

  • Payment & Collections Optimization: Improve payment processing, receivables management, and fraud prevention to enhance financial efficiency.

  • Liquidity & Investment Strategies: Develop tailored short-term investment strategies to maximize returns on excess cash while maintaining liquidity.

With our treasury management expertise, you can ensure financial resilience, minimize risks, and maintain a strong liquidity position to support your business growth.

Sourcing and Maintaining Investor and Partner Relations

At Launch Point CFOs, we provide strategic financial expertise to attract, engage, and retain key stakeholders, ensuring long-term success and growth.

Our services include:

  • Investor Readiness & Pitch Support: Prepare compelling financial presentations and data-driven narratives that align with investor expectations.

  • Capital Raising Strategy: Develop a structured approach to securing funding through equity, debt, or alternative financing sources.

  • Due Diligence Management: Ensure smooth investor evaluations with well-prepared financials, risk assessments, and compliance documentation.

  • Stakeholder Communication: Deliver clear, transparent, and timely financial reporting to investors and partners, fostering trust and credibility.

Corporate Financial Planning and Analysis (FP&A) Models

  • Budgeting and Forecasting Models: Creating tools for annual budgeting and long-term forecasting.

  • Cash Flow Models: Tracking and projecting cash inflows and outflows to manage liquidity.

  • Scenario Analysis: Developing models to evaluate various "what-if" scenarios (e.g., market changes, cost adjustments).

Valuation Modeling

  • Discounted Cash Flow (DCF) Analysis: Estimating the value of a business or asset based on future cash flows.

  • Comparable Company Analysis: Valuing a company by comparing it to similar companies in the market.

  • Precedent Transactions Analysis: Analyzing past deals to value a business.

Transaction-Related Models

  • Merger & Acquisition (M&A) Models: Evaluating potential deals by assessing synergies, accretion/dilution, and post-transaction outcomes.

  • Leveraged Buyout (LBO) Models: Structuring models for private equity investments, incorporating debt financing and returns.

  • Capital Raise Models: Supporting businesses in evaluating equity or debt financing options.

Industry-Specific Models

  • Real Estate Models: Net lease REIT (Real Estate Investment Trust) models for analyzing property performance, lease income, and NAV calculations. Development and acquisition modeling for new projects.

  • SaaS (Software as a Service) Models: Customer lifetime value (CLTV), churn, and revenue growth projections.

  • Energy and Infrastructure Models: Assessing project feasibility, funding requirements, and return on investment (ROI).

Testimonials

  • "As a startup, we needed more than just accounting—we needed a financial strategy to scale. Launch Point CFOs provided invaluable guidance, helping us establish efficient financial systems and plan for growth. Their expertise gave us confidence in our numbers and allowed us to focus on building our business. I highly recommend his consulting services to any startup looking for a strong financial foundation."

    — Charles Inokon, CEO, Breva

  • "George and Launch Point CFOs have been instrumental in transforming our financial operations. His expertise in accounting and financial strategy helped us streamline reporting and improve cash flow management. Thanks to his guidance, we now have a clearer financial roadmap for growth. Highly recommend for any business in need of top-tier accounting consulting!"

    — Geoff Blaisdell – CEO, Roamr

  • "Working with George was a game-changer for our company. His expertise in NetSuite implementation made the transition seamless, ensuring that our financial systems were fully optimized from day one. He not only configured the platform to fit our unique business needs but also trained our team to maximize its capabilities. Thanks to his deep knowledge of technical accounting and ERP systems, we now have real-time financial visibility, improved efficiency, and scalable processes that support our growth. I highly recommend George to any business looking for a smooth and successful NetSuite implementation."

    — Martin Elute-Penda - CEO, JPN Holdings

Pricing

To help clients meet or improve strategic and financial reporting needs with integrity and a continued commitment to excellence.

Retainer Services

Clients pay a flat rate for up 20 hours a month.

Retainer Services

Based on agreed upon billing rate.

Customized Solution

Based on successful execution of a specific project.