I will perform budgeting and forecasting and financial analysis

Yes, if this is a requested service then I'm happy to do this as part of the financial modeling and budgeting and forecasting work.

Yes, this will be a part of the final deliverable.

Typically, I like to have a kick off call with the client initially where we discuss the scope of the project, the company and business unit, expectations, timing for the deliverable, and any other important topics that need to be mentioned.

Typically, CFO work falls under 4 buckets: 1. strategic finance, 2. budgeting and forecasting, 3. financial operations, and 4. compliance and controls. Most of my engagements have dealt with the first 2 buckets (strategic finance and budgeting and forecasting).

Typically, I do not perform accounting related work such as general ledger and chart of accounts, A/P and A/R work, payroll accounting, tax planning or auditing work.

I've worked with start-ups to billion dollar companies. I enjoy working with small and medium sized businesses looking to grow their finance function and team, and take their businesses to the next level, which will require another further sophistication in their financial strategy and operations.

Yes, if this is an important area that you require assistance with.

My models and forecasts are rooted in the following factors: historical performance of the company, industry forecasts and growth rates, active discussions with the company's business unit leaders regarding strategic plans and growth expectations, and other techniques to validate my assumptions.