As businesses grow, their financial complexities increase, often surpassing the capabilities of basic accounting or internal financial management. For small and medium-sized enterprises (SMEs) with revenues between $1 million and $10 million, this can signal the need for a Chief Financial Officer (CFO). A CFO brings strategic financial oversight, helping manage growth, optimize cash flow, and prepare for fundraising or investor relations. However, many SMEs may not require a full-time CFO and can benefit from the cost-effective, flexible solution of hiring a fractional CFO.
Our fractional CFOs not only focus on driving enterprise value but are also adept at minimizing risks. Their expertise extends to providing forward-thinking strategies and helping your company reach its goals. They ensure:
Here's our simple process to get started with our Fractional CFO Services:
ISLE has worked with Optima’s accounting team for over a decade. We consider Optima more than a solid vendor; they are a trusted partner.
Kim is an accomplished financial leader with over 25 years of comprehensive and progressive experience and advanced academic studies. She has demonstrated herself to be highly adaptable, proactive and a strategic thinker with outstanding communication, negotiation and interpersonal skills, as well as having a reputation for forming productive relationships at all levels. Kim has a diverse range of experience including all aspects of accounting & finance operations, financial planning and analysis, mergers and acquisitions from both sides of the table, strategic financial planning and modeling, fundraising and venture capital, treasury management, contract negotiation and management, corporate governance, and investor relations. Her ability to adapt to new industries makes her a valuable resource for many companies. Kim is results-driven, excels at leading teams, and is motivated to drive excellence.
Kim possesses a BS in Education from the University of Tennessee, an MBA in Finance from San Diego State University, and has been a CFA charterholder for over 20 years.
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