Financial Strategy Beyond the Numbers
Get the information and insight needed to run your business effectively.
Mission
To deliver high-level, professional CFO services to small and mid-size companies so that business owners and executives can make sound decisions based on reliable, relevant, and timely information.
Services Offered
- Financial reporting and analysis
- Financial statements, ratio & trend analysis, executive summaries & alerts
- Project/segment profitability
- Cash analysis and projection
- Historic cash analysis and projected cash flow
- Management of a company’s most critical asset
- Accounting system and process
- Analysis of information system
- Best practices for complete, reliable, and relevant information
- Back office/workflow development
- Workflow and skills analysis
- Design and implement efficient and effective processes
- Process mapping
- Gap and overlap analysis
- Controls, efficiency, and effectiveness
- Internal control assessment
- Design and implement best practice control procedures
- Evaluate continued adherence to control procedures
- Asset protection & risk mitigation
- Risk analysis and loss prevention
- Disaster recovery and business continuity planning
- Compensation & incentive plans
- Compensation structures
- Pay-for-performance plan implementation
- Compliance
- Tax/regulatory and professional standards compliance
- Coordination with tax accountants and other professionals
- Staff development/training
- Customized training with a financial perspective specifically for non-financial people
- Financial management mentoring