Wilson Accounting Limited
Outsource CFO Consulting Services
Glorious Chen’s CPA provides tailor-made outsourced CFO and financial management services to corporate owners or investors (including private equity and family offices) who are interested in expanding their business in Hong Kong or overseas, and you can choose to work with us on a part-time, ad hoc or project basis. Our outsourced CFOs are adept at managing internal control systems, procedures, and budgeting and strategies to help organizations overcome obstacles and accelerate their sustainable growth goals.
1. Strategic planning
Our on-demand CFOs have extensive experience in serving public and private companies across a wide range of industries, and can help you to:
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Gain insights to overcome current financial hurdles and make your financial position more stable and predictable;
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Formulating financial forecasts and budgets to monitor expenditure and reserve sufficient liquidity to ensure healthy business operation and long-term growth;
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advising on debt or equity financing opportunities and potential implications for financial statements and capital structures;
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Advising on mergers and acquisitions and other corporate transactions;
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Conduct risk management, internal control and efficiency analysis based on specific operational needs
2. Financial Reporting
Preparing financial projections, budgets and reports can involve a lot of work. Our team of outsourced CFOs prepares financial reports in an easy-to-understand manner according to the client’s business needs, and discusses with the client on important accounting items from time to time, so that the client can keep abreast of the financial status and development progress of the business.
3. Fundraising and capital structure
Based on the client’s business model and financial budget, our outsourced CFO will assist the client in identifying the specific financing needs to achieve the long-term objectives, discuss the pros and cons of various financing options (debt or equity financing) with the client, and assist the client in assessing the potential impact on the financial position of the business and the associated risks involved in the proposal.
The outsourced CFO can assist in the negotiation and structuring of the actual financing process, the due diligence requirements of financial institutions and the review of transaction documents.
4. Temporary secondment of the Chief Financial Officer
Is your company or finance team currently in some kind of transition due to a financial crisis, or is it looking to expand due to business development, but is unable to hire a new right-hand man due to insufficient staffing?
We offer a portfolio of services for temporary secondment of CFOs to assist clients in responding to financial crises or business expansion needs.
Our experienced CFOs are experienced in assisting distressed or fast-growing companies, providing solutions and insights to secure delivery schedules, provide remedial solutions, maintain financial stability, and advise on financial strategy, cost management, short- and long-term forecasting, system analysis and redesign or debt or equity financing.
