CFO Support Services

Behind every GREAT decision there are unsung heroes from the finance and accounting teams

CFO Support

Quest’s customers include privately held businesses that don’t always have acting CFOs.  In fact several of our clients are wearing multiple hats within their business and oftentimes the owner is acting as the CFO although they don’t consider themselves CFOs.  As our team is here to support the strategy, planning, and the capital needs of the business we often become temporary CFOs or project specific CFOs for their companies.  This works best when the firm has adequate staff to maintain the books and records consistently so that we can focus on analysis and decision making in support of the overall strategy of our customers.

With Quest's CFO Support Services your business will gain access to:

Employer incentive plans

Employee ownership options

Revenue and margin, EBITDA, and cash flow enhancer

Forecasting and budgeting

Access to capital to support growth

Family succession options

Is Quest's CFO Support Services right for you?

Quest provides Legacy and Growth financial and HR support services for family trusts and their privately held businesses. Most of our clients are pleased when we help them plan for the future, set goals, challenge margins, manage KPI’s and are willing to pay a fair fee for the value driven as long as we measure it. 

Results, Guaranteed

There are many ways an outsourced firm can provide their services including but not limited to the following: 

  1. % Of growth in equity or value identified
  2. Bill an hourly rate for the services provided
  3. Fixed fee within a budget
  4. % Of an activity – revenues, # of transactions or volume of work measure

A continuous assessment of what the needs of your company are in the present may be necessary to ensure the optimal future state of your finance and accounting teams.

CFO Support Services

Grow smartly over time in accordance with business owners personal and business goals

Leverage exclusive technology, data, and expertise from Quest

Perserve the future of the company and the financial security of your family

Guaranteed positive ROI. We routinely uncover savings up to ten times the initial investment

Regardless of the size of your business, whether it is a startup, private, or public, – all businesses have in common – the functions of a business.  

It’s never too early to begin working with a strategic business advisor

Wherever you are in your business life cycle, discover how Quest can help you reach your goals and prepare for what’s next.