Custom Financial and Accounting Solutions for Your Business
OFFICE OF THE CFO CONSULTING SERVICES
Transform Finance & Accounting, align on value and thrive
As financial and accounting experts, we work with you to provide custom solutions and support that best fit your business needs, including work in strategic planning, cash flow management and forecasting, financial reporting processes, and next stage company readiness.
FINANCE STRATEGY
CREATING EFFICIENCY AND IMPROVING FINANCIAL OPERATIONS
We are here to work with your senior leadership team and board to bring financial structure to the organization that supports and informs against the mission and properly informs your investor. We offer all our clients a personalized approach to create and implement solutions that make processes more informative, drive better decision making, and are tailored to your unique financial situation. We specialize in assistance with planning and preparing for key initiatives:
Strategic Finance
Cash Management & Cash Flow Forecasting
Budgeting & Quarterly Forecasting
Financial Modelling & Long-Term Projections
Financial Transformation Services
Leverage your people, processes and technology to drive sustainable value. During periods of high growth, you need to respond quickly to fast-changing economic and business conditions so you can drive strategic value now while keeping your eyes pointed toward the future.
Enhancing Financial Visibility and Accuracy Through Finance Transformation
Through our finance transformation services, we will allow you to significantly improve financial visibility, increase accuracy, and optimize your finance function through re-envisioning your financial systems, reporting, processes, and metrics.
Overhaul Financial Accounting (Revenue reporting, proper allocation of expenses between cost of goods and operating, management adjustments)
Personalized Balance Sheet, P&L, Cash Flow Statements: monthly, quarterly & annual
Development of dashboards/scorecards/key performance indicators (KPI)
Accounting & Finance Systems Design and Implementation Support
Personalized Balance Sheet, P&L, Cash Flow Statements: monthly, quarterly & annual
SPECIALITY SERVICES
Tailored solutions for investors and lenders
Your investors and lenders often require additional insights or support beyond the standard reporting packages. We work with you to understand their needs and provide custom solutions.
Product Line Profitability
Debt Covenant Reporting
Policies & Governance Documentation
Board Packages
Treasury Review & Support
