We join your team to accelerate growth.

Most entrepreneurs are excited to transfer the financial management responsibility of their enterprise to someone else. However, trust and cost issues are often challenges in making this happen.

CFO OnBoard® may be the perfect solution for you. CFO OnBoard® allows you to bring on and scale the financial talent you need as your business grows. We have both the skills and experience to win your confidence and trust quickly. Utilizing a matrix chart, we determine the level of CFO OnBoard® support you need and agree on a monthly retainer for services at a level you can afford.

 
When Namrata came to work for us we were a small start-up that was experiencing rapid growth. She supported negotiations helping us successfully raise a large sum of investment dollars. Her ability to look at big picture goals and create a road map for financial success has taken my company over the million dollar sales mark in less than 18 months.
— Robin Gentry McGee, Founder & CEO, Nutritional Medicinals, LLC
 
 

 

CFO OnBoard® services include:

CFO Advisory & Management

  • General management participation
  • Business and organizational strategy
  • Investor and other stakeholder relations
  • Board development and relations
  • Contract and vendor negotiations
  • Business presentations

Finance & Planning

  • Cash flow management
  • Budgets and financial planning
  • Financial reporting
  • Tax and legal compliance
  • Business insurance

Accounting

  • Virtual accounting and bookkeeping
  • Payroll management including tax reporting
  • Customer invoicing and collections
  • Bill payment and accounts payables
 

 
As a fast‐growing nonprofit with two regions plus a national office, we needed it all: bookkeeping, financial reporting, and CFO‐level services. Rather than sacrificing one skill or service for another by bringing a single individual aboard, working with Namrata and her staff we get everything we need, as well as depth of corporate and nonprofit experience we’d never be able to find in a single staff member. Namrata Maguire, LLC gave us the strength and flexibility we needed to keep growing while laying a strong financial foundation for our future.
— Jeanne McCarty, CEO, REAL School Gardens
Namrata quickly gained our confidence and trust as interim CFO OnBoard®. She worked with our organization for 6 months developing the systems and processes we needed to launch our organization forward.
— Susan Hartnoll Berman, Executive Director, Institute for Integrative Health
I am particularly impressed by your clients and as a model, the remarkable leadership and wisdom that you have provided for Functional Formularies. Thank you for your continued leadership.
— John Tew, MD, Investor