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ChurchillTerry
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Expertise

Interim CFO / Controller

Interim CFOs and controllers who stabilize reporting, enforce month-end discipline, manage bank and investor relationships, and give owners the financial clarity to lead.

Overview

When a key finance leader departs, growth outpaces capability, or lenders demand clearer reporting, business momentum stalls. ChurchillTerry places seasoned interim CFOs and controllers who quickly stop the bleeding, restore timely reporting, and create predictable finance operations—so you can make confident decisions and keep the business moving.

Money

What we do

Interim leadership
Assign a senior CFO or controller with relevant sector experience and a clear remit.
Month-end discipline
Implement a repeatable close calendar, reconciliations, and reliable management packs.
Cash & liquidity triage
Immediate cash assessment, short-term bridge plans, and prioritization of vendor/payroll actions.
Bank & investor management
Produce lender/investor packages, lead calls, and negotiate terms where required.
Process & controls
Fix core control gaps, document SOPs, and set SLAs for finance operations.
Handover & hiring support
Develop role specs, assess candidates, and deliver a documented transition plan.

Engagement

Typical engagement models

  • Urgent mobilization48–72 hour remote start for critical situations (short-term stabilization).
  • Medium-term interim3–6 months to stabilize operations and recruit/permanently place leadership.
  • Long-term fractional CFOOngoing retained support when permanent hire is not needed or desired.

(Engagement scope, hours, and pricing are defined in the Statement of Work.)

Our approach

Our approach — three focused phases

  1. Phase 1

    Rapid intake (48–72 hrs)

    Quick forensic review of cash, recent P&Ls, balance sheet oddities, and open covenant risk. Deliver a 1-page risk summary and top 5 immediate actions.

  2. Phase 2

    Stabilize (2–8 wks)

    Implement month-end cadence, clear outstanding reconciliations, remediate high-risk items, and establish cash controls. Produce a first clean management pack for lenders/investors.

  3. Phase 3

    Embed & transition (ongoing)

    Run finance operations, coach internal staff, and prepare a documented handoff for the permanent CFO or continued retained support.

Fit

Who this is for

  • Companies with an unexpected CFO/controller departure.
  • Founder-operators who need senior finance leadership without immediate hiring.
  • Firms preparing for fundraising, lender negotiations, or turnaround work.

Client Success

Finance Transformation Behind a 33% Compounded Growth Rate for an Architecture Firm

As a newly formed professional services firm scaling quickly, Apogee needed financial structure built for growth — from clean books and repeatable processes to management reporting that could keep pace with rapid expansion.

Learn more

FAQ

Here’s the Facts

How quickly can you start?
For urgent needs we can begin remote work within 48–72 hours. Onsite starts depend on location and scope.
How long do interim engagements last?
Commonly 3–6 months for stabilization and handoff; shorter emergency sprints (2–8 weeks) are possible for narrow remediations.
Do you take over bookkeeping or just leadership?
We can embed as senior leadership only, or deliver a combined model (leadership + outsourced finance operations) if rapid operational work is required.

Money

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Contact Us

Get the Support You Need

Tell us where your company is in its lifecycle and what’s keeping you up at night. One of us will run point and come back with a clear plan.

I need help with

Confidential. We’ll respond within one business day.

Located in Dallas-Fort Worth, TX

5068 W Plano Pkwy Ste 202
Plano, TX 75068

972-361-0110