440.363.0899 [email protected]


QuantumCFO provides professional financial management services to smaller or mid-sized businesses that are not normally available or affordable to them. 

Acting as a part-time CFO, we help companies improve their reporting, controls, decision-making, and more on an as-needed basis.  So, whether you need a short-term project or a long-term solution, our model can meet your needs.

Basic Service – Monthly income and cash management service, consisting of Income Statement and Cash-flow Forecasting, updated monthly.

Customize Financial Reports – Review and customize P&L, cash flow, balance sheet and key performance indicators (KPI) into clear and usable formats that are relevant to you.

Debt Management – Calculate and maintain proper debt levels, tied to related financial ratios, cash-flow forecasting, etc.

Cost Reduction Analysis – Identify areas that are inefficient or unnecessary.  One of the most effective ways to generate cash and increase profit is to manage costs and to eliminate unprofitable products, operations, and sometimes even customers.

Banking/Working Capital Management – Evaluate working capital needs, review banking terms, assist with programming more cost-effective financing if needed.

Business Value Management – Management of the factors that optimize the Net Worth of the business.

Long-term strategic planning – Assist with designing the financing component regarding strategic planning.

Succession Planning and Management – Assist with developing a best-practices succession plan, which would include tax minimization, best financing structure, etc.  Assist with implementing the plan, and on longer-term transitioning maintain an ongoing role to maintain compliance and feasibility.

Restructuring Solutions-Support – Providing end-to-end support for companies facing reorganization and/or crisis stabilization.

Large Project Assistance – Assistance with any large project where financial management is a key component.

Business Acquisitions-Sales – Assist with business acquisitions and sales to optimize client’s outcome.

One Stop Shop   Provide, direct and coordinate proven experts in all business areas, in addition to financial management.  Our clients don’t have to find attorneys, CPAs, or insurance professionals that might be needed to complete a project.

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Mailing Address

8584 E. Washington Street
Suite 217
Chagrin Falls, OH 44023

+1 440 363 0899
[email protected]