financial consulting services

 

The team of experts at Cascade Financial Management provides informed, straightforward, and cost-effective solutions to a wide range of financial management issues.  Targeted to entrepreneurial, start-up, and small-to-mid-sized West Coast and Northwest businesses, Cascade Financial Management’s expertise in both the financial and regional business arenas enables   clients to enjoy immediate, positive results, while forgoing costly learning curves, reducing head count, and minimizing overhead.

CFM can deploy professionals and technicians as needed to address a wide range of situations - from ad hoc assignments to longer-term, ongoing financial management assistance; from basic financial services (e.g., bookkeeping staff) to CEO/CFO-level assistance (e.g., strategic planning, business modeling, business development).

 
Financial Management Systems and Templates

Cascade Financial Management can develop client-specific financial systems, reports, templates, and processes, or shore up existing accounting/finance systems and internal controls.

 
Turnaround Management
  

Cascade Financial Management can provide assistance and solutions to companies that require financial restructuring beyond loans. By first stabilizing cash flow, and developing a strategic approach to using assets, we can quickly and effectively address clients’ immediate problems and subsequently meet interim goals and achieve long-range targets.
 
Workouts
   For lenders needing focused attention on declining credits, CFM can perform thorough and objective situation assessments, construct situation-specific correctional plans, and, as lender requirements dictate, implement plans and/or supervise implementation.
 

Staffing and CFO Assist™

   Cascade Financial Management can secure and/or “shadow” interim top-level financial management personnel for companies in management transition or requiring interim third-party financial advice and leadership. Part-time and full-time consultation and placements can be arranged.
 
ABL Services
  Best-of-class asset-based loan (ABL) services are available through Cascade Credit Services, CFM’s sister company. Cascade Credit Services’ regional focus has enabled the company to develop a professional network and industry-specific expertise unrivaled by regional or national competitors.
 
Other Services
   Cascade Financial Management’s services are extensive and client-specific. If your company has unique issue not reviewed above, please contact Rich Denman at Cascade Financial Management to discuss your situation. If CFM is not the optimal company to address your needs, Rich will be happy provide you with an excellent referral.