Perfect for growing businesses that need more real-time financial advice and insights without the full-time cost.
Cost savings up to 75% of a full time CFO.
Cost savings up to 75% of a full time CFO.
CFO and Controller Services
Our CFO and Controller Services can be the perfect financial asset to a business that needs the ability and results of a CFO or Controller without the full time expense. In fact our CFO and Controller Services can cost a fraction of the full time position and are designed grow with your business (annual sales typically between $1 and $50 Million).
Some of the reasons why:
|
|
Experienced financial leadership to compliment your entrepreneurial efforts and avoid the traps, mistakes, and pitfalls that that can ruin a business. |
Businesses who need to be more decisive (strategic) in their decision making to take advantage of their skill, expertise, and product / service advantages. |
Accounting, Controller, and CFO Differences |
Schedule a Free Introductory Consultation to
learn more how we can help your organization. |
|
|
* Company & Industry Specific Customization
Service Level Overview
Outsourced CFO
Our virtual CFO service(s) is our highest level of service with the goal of providing Strategic (Tactical) information and advice enabling forward thinking advice for business ownership and management.
This allows for businesses to take advantage of situations before they are known to the market or have widespread adoption. This involves greater use of analysis, assumptions, and forecasting to identify and create opportunities, not just reacting to them.
A strategic focus alerts you to to market and business intelligence ahead of competitors and on you help create.Outsourced Controller
Our Virtual Controller service is a great entry point for businesses with expanding accounting needs are requiring more oversight and forethought while not yet needing full time supervision.
Our Controller Services can be coordinated with a client's own staff or utilizing some of our additional services such as bill payment and invoicing service.
A significant area of difference between the Controller service and Accounting comes in the form of the Proactive nature of the Controller Services, and the focus on planning and action. The idea is to get ahead of problems, issues, and opportunities and stay ahead of them for business stability.Accounting Service
Our recurring accounting service * is primarily suited for tracking and reporting of past transactions with its strength being accuracy, compliance and tax savings opportunities. This makes it a very effective entry level service for smaller organizations who do not yet need the advice or cost of Controller or CFO.
* See Accounting & QuickBooks web page for additional details.
Are You Overwhelmed by Financial Duties? |
The CFO Solution |
Do You Have the Financial Experience to Grow? |
|
|
|
|
Business Advisory Services
Our Business Advisory Services are available in standalone form or as an integrated services. Our CFO and Controller Services feature some of the following built in services. This varies by service level and individual client needs.
- Business Plans - Development, Review, and Implementation
- Business Development and Growth Strategies - New or Existing Business
- Supply Chain Review, Analysis, and Optimization
- Financial & Cashflow Forecasting & Budgeting
- Cash Flow Review, Analysis, and Management
- Restructuring and Operation Review, Analysis, and Management
- Change Management & Business Process Re-engineering
- Strategic Planning Review, Management, and Analysis
- Risk Management Analysis - Review, Planning, and Strategies
- Risk Assessments - Industry, Geographical, Ad hoc
- Cash flow Projections, Review, & Analysis
- SWOT Analysis
- KPI Development, Review, and Analysis
- Key Ratio Development, Review, and Analysis
- Cost Benefit Analysis
- Opportunity Cost Analysis
Other Business Consulting
- Accounting System Design and Implementation - QuickBooks
- Segregation of Duties Review, Management, and Analysis
- Internal Controls Development, Review, and Management
- A/R and A/P Review, Management, and Analysis
- Capital Expenditure Review, Management, and Analysis
- Audit PBC (prepared by client) Preparation and Review
- QuickBooks Consulting & Cleanup
- See the Financial Consulting web page for more details and a more comprehensive list of services.
