Helping You Connect the Dots to Your Financial Success

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Strategic CFO Services When You Need Them

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When it comes to financial management, business owners often find themselves in this dilemma: they’ve outgrown bookkeeping services but aren’t quite ready to hire a full-time CFO.

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That’s where we come in. With 20 years of financial and operational management experience, we help you:

• Develop strong and accurate financial systems

• Improve your company’s processes, controls and procedures

• Provide guidance and analysis for strategic decision-making

• Handle cash flow budgets, forecasts and projections

• Secure financing

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Entrepreneurs often end up with cash flow problems because they focus on specific areas such as sales or operations, while ignoring strategic financial management. But all aspects of your business are integrated. We help you connect the dots.

 

Consultation

We meet with your management and staff to understand your business, your goals, and your challenges

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Evaluation

We examine your processes, procedures, and financial records and analyze actual and future revenues and costs

 

Partner

We discuss the financial projections with you and listen to your feedback about what works and what doesn’t

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Plan

We develop a customized strategy to manage and improve cash flow, as well as enhance your financial systems and controls

 

Implementation

We help you test and execute the solution, and provide continued support in financial reporting, personnel development, and lender relationship management