Why You Need a CFO

As a business grows and expands, the cash flow emerges more as the lifeblood of the company. To truly manage and plan for cash, a business needs the financial insight of a CFO.

We have experienced, professional CFOs ready to tackle your projects and help your business plan for and execute a growth plan.

A CFO Gives You Strategic Eyes

If you’ve lived and breathed everything about your business for many years, you know that business better than just about anyone.

Whether you’re preparing for the next round of funding, or looking for a game plan for doubling revenue in the next 18 months, a CFO is someone you can brainstorm with before putting those ideas into real numbers and plans.

Cash Flow Management

Manage your capital runway, debt obligations, and ensure the ability to invest in new projects.

Profitability Optimization

Identify opportunities to improve margins through analysis of channels, service lines, products, and more.

Exit Strategy

Prepare your company with defensible financials and a logical strategy before an interested party comes calling.

Fundraising Support

Plan for the timing, format, and level of funding required to support business operations.

Internal System Implementation

Put systems and controls in place across your business to accelerate growth.

Risk Management

Understand the risks and roadblocks that lay ahead and proactively work to avoid them.

Go-to-Market Strategies

Unlock scalable growth through new business models, channels, verticals, or customer segments.

Competitive Analysis

Understand the opportunities and threats to your business presented by other players in the space.

A CFO Helps Maximize Cash Flow and Profit

Cash is king. If you’re burning cash to build a profit or are operating with tight margins, you need to know exactly how to make sure you have enough runway to keep things operating.

A business growing aimlessly can create a lot of movement and burn through a lot of cash. With the right strategy and focus, you can grow the right way with a healthy bottom line.

A CFO Helps You Play to Your Strengths

Worry and fear surrounding cash flows can be completely overwhelming and debilitating for a business. When you have fear, tough investment decisions become even more difficult. When you have fear, you compromise on talent hires.

When you bring on a CFO, you are also bringing on a trustworthy partner who can give you confidence and peace of mind that the business is on the right track.

Budget Forecasting

Objectively measure success by projecting revenue, expenses, and the resulting profitability goals

Budget Variance

Track the difference between expected (“budgeted”) expenses/revenue and the actual amount

Financial Modeling

Establish financial tools that reflect your business, then evaluate scenarios and plan the best path forward

Labor Cost Management

Understand the fully-burdened cost of each employee, and know when you are in the position to hire

Key Performance Indicator (KPI) Tracking

Determine the KPIs that drive your company’s success and then implement processes and tools to track them

Dashboarding

Intuitively evaluate and track your KPIs through a data visualization tool

Pricing Analyses

Optimize your pricing to improve margins, surpass the competition, and drive growth

Investor Reporting

Paint an accurate and insightful picture of your business to debt and equity stakeholders

Accelerate Your Business with Financial Analysis

Change happens fast and can be unpredictable. With financial analysis, our goal is to look forward and be proactive in preparing for changes in the business.

Catch potential issues with the right analysis before they become full-blown crises, and make the ever-changing world of business a bit more predictable.

Profit when you work with one of our talented financial analysts.

Financial Analysis for Accountability and Constant Progress

With the proper financial analysis, you should be creating a budget forecast for your business. This gives you parameters and targets to make sure your business reaches its goals.

Then your financial analyst can provide a budget-variance report to constantly track how you are doing versus your projections. If you are off track, you will know immediately and will be able to take action to fix the issue.

Become forward-looking. Gain control of your business.

Financial Analysis to Maximize Resources

The analytical horsepower required in any company is immense. And for many businesses, this strategic edge is lagging behind. Without a solid financial analyst, numbers blend together and become a meaningless sea of data. But an expert analyst will be able to look at those numbers and use them to make decisions.

Building a successful business is hard enough. Make it easier by discovering, evaluating, and correcting areas of waste or under-utilization.

Financial Analysis for Predictable Growth

Business growth can challenging, but fortunately for every business, it comes down to a numbers game. Every business has a way of generating leads, converting leads to revenue, and delivering value to customers after a sale.

How efficiently you do these things determines your ability to grow. Our internal financial consultants match you to a financial analyst with experience in your specific industry with deep experience in building projections.

Accounting Process Optimization

Streamline your bookkeeping, bill payment, payroll, and other back office processes to save time and money.

Month-end Accounting

Receive accurate and timely financial statements each month along with guidance from an accounting expert.

Invoicing

Enjoy a seamless process how invoices are created, sent, recorded, and followed up on without wasting your time.

Account Reconciliations

Close out each period by aligning your bank, credit/debit card and other accounts with your financial statements.

Expense Classifications

Outsource tedious expense classifications to an expert who will perform them accurately.

Tax Advisory, Prep & Filing

Cost-effectively prepare your books, then shop your filing around to our network of CPAs.

Payroll

Process your payroll, ensuring your employees are paid in an accurate and timely manner.

Conversion to Accrual

Understand the benefits of both accounting methods, and make the switch at the appropriate time.

Historical Bookkeeping Cleanup

Log outstanding transactions to bring your books up to speed, and ensure you never fall behind again.