Working with You

Because each client’s business is unique, we go into a client engagement with a clean slate rather than a predetermined course of action. We listen carefully to what the business owner has to say in order to develop an understanding of how to be the best possible partner for that business.

Below are some examples of how we have worked with companies at various stages of development.

Are you trying to get your business off of the ground?

Our client engagements often begin during the early days of a company’s existence. 1cs

Case Study #1: A start-up social media company was introduced to one of its key equity investors and advisors by Cardinal Finance. We maintain the company’s online accounting system, while Mr. Brown serves as the company’s CFO and one of its board members.

Case Study #2: An early-stage company in the food industry utilized a financial model and other supporting materials prepared by Cardinal Finance to obtain an SBA loan. We also developed an appropriate transaction structure to facilitate an equity investment. Mr. Brown serves as the company’s CFO, overseeing its bookkeeping staff and providing key management reporting to the owners.

Do you have an existing business with a need for financing?

Some of our clients are companies that are up and running, but have a need for additional financing in order to fund continued growth or restructure an existing debt situation. 2cs
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Case Study #3: An automotive industry client required a new debt facility as well as restructuring of existing debt terms. Cardinal Finance secured a new line of credit for the company, and on behalf of the client led the negotiations with existing lenders on a restructuring that was required as a part of the new financing. Mr. Brown serves as the company’s CFO, reviewing the work of its bookkeeping staff, providing the owner with key financial measurement data, and consulting with the owner on business decisions.

Case Study #4: This developer of a sports-related website and phone app needed a financial model and accurate financial reporting to attract needed follow-on investment. Cardinal Finance brought the company’s accounting system up to date and created a financial model demonstrating the potential for significant business profitability, enabling the company to raise the needed funds. Mr. Brown continues to serve this company as its CFO.

Are you trying to get a better handle on the finances of your existing business?

We often have clients come to us whose primary interest is in finding advisers with financial acumen to help them better understand and manage their business. 3cs

Case Study #5: A Software-as-a-Service company had reached $2 million in annual revenues, but its financial reporting was rudimentary. Cardinal Finance brought the company’s financial reporting into compliance with Generally Accepted Accounting Principles, and developed reporting and a cash forecasting methodology to enhance the owners’ ability to effectively plan and manage the business. Additionally, we handled the conversion of the client’s accounting system to a more robust solution as required to support growth. Mr. Brown continues to serve this company as its CFO. Cardinal Finance also provides ongoing bookkeeping services to this client.

Case Study #6: This provider of mental health services had an accounting system that had suffered from years of neglect, resulting in the owners having no accurate picture of their financial situation or future financing needs, and the business incurring thousands of dollars in penalties and late payment fees. Cardinal Finance reconciled the accounting records and put into place upgraded bookkeeping staff for the client. The owners now have a clear picture of their financial standing, and the key operational metrics that they need to monitor to ensure the company’s financial health. Mr. Brown continues to serve as this client’s CFO.