CFO Services
Level One Consulting, Inc. (LOCI) provides interim Chief Financial Officer (CFO) services and support to a wide variety of small and medium size companies, with a particular focus on privately held businesses (family owned, partnerships and private equity portfolio operations). Based in the Tampa Bay area in Florida, LOCI offers remote and in-person CFO services to clients throughout the USA and overseas.
Many small or mid-sized businesses do not need, or cannot afford, a full-time CFO. LOCI provides the fractional finance and administration expertise needed to successfully grow a business in a structured and profitable manner, whether in the early-stages, steady state, preparing to expand, or seeking an exit.
Connect with us to learn more about the wide range of interim CFO services that LOCI can provide.
CFO services include, but are not limited to:
- Finance & Administration management.
- Financial Planning & Analysis
- Management/Financial Reporting
- KPI identification and measurement.
- Cost control and reduction.
- Working capital (inventory, AR & AP) control.
- Cash flow optimization.
- Budgeting and Forecasting.
- Product costing.
- Pricing strategy.
- Operational efficiencies.
- Internal controls assessment.
- Audit and regulatory compliance management.
- Treasury management.
- Debt financing and negotiations.
- IT system upgrades and implementations.
- Strategic Planning.
- Growth management.
- Turnarounds and Restructurings.
- Mergers & Acquisitions.
- Exit preparation.
- Due diligence.
- Board and stakeholders interaction/presentations.
- Finance & Administration management.
- Financial Planning & Analysis
- Management/Financial Reporting
- KPI identification and measurement.
- Cost control and reduction.
- Working capital (inventory, AR & AP) control.
- Cash flow optimization.
- Budgeting and Forecasting.
- Product costing.
- Pricing strategy.
- Operational efficiencies.
- Internal controls assessment.
- Audit and regulatory compliance management.
- Treasury management.
- Debt financing and negotiations.
- IT system upgrades and implementations.
- Strategic Planning.
- Growth management.
- Turnarounds and Restructurings.
- Mergers & Acquisitions.
- Exit preparation.
- Due diligence.
- Board and stakeholders interaction/presentations.
About The Owner & Principal Consultant
John Cruickshank is the President and Principal Consultant of Level One Consulting, Inc. He is a member of the Institute of Chartered Accountants of Scotland (C.A.), a CPA equivalent.
He began his career with the “Big Four” firm PriceWaterhouseCoopers in Edinburgh, Scotland. He has subsequently held the CFO role in a variety of public companies, family-owned businesses, and PE portfolio operations in the UK, Europe, Canada, and the USA. He has carried out international assignments throughout Europe, Asia, the Middle East, and South America. He brings a strong internal control background having been the Chief Internal Auditor for a large public company.
In addition to his broad experience in the Finance & Administration arena, John has also been responsible for the management of the Information Technology and Human Resource functions, as well as being heavily involved all operational areas of the business including Supply Chain, Logistics, Sales & Marketing, B2B, B2C, Manufacturing, Services and Distribution.
John is a member of Financial Executives International and Chartered Accountants Worldwide. Contact Us
We would welcome the opportunity to discuss your requirements, and to provide a detailed proposal to address and resolve the specific challenges facing your business. Please complete and submit the form below and we will respond promptly.