Our goal is to help small capitalization businesses succeed and grow through eliminating the concern over the accuracy and reliability of financial data. This financial data is the foundation for successfully running any business, big or small.
We deliver full suite of services from bookkeeping, senior level management, Controller and CFO roles. Our objective is to deliver a streamlined financial function that provides a small business with multiple roles existing in large companies at a cost often times less than the cost of hiring one quality employee [to whom you are at their mercy].
In doing this, you have reliable and useful financial data to drive business decisions and free yourself and other key personnel to focus on new services, new customers and other core business issues.
In working with our team, you have the ability to make improved business decisions by knowing the financial data is sound.
HIGHLIGHTS OF OUR CFO SERVICES
A readily available group of professionals to assist you with tough business decisions and help with clarifying your business plans and goals
Constant oversight and ongoing development of financial side of business
Establish strong financial controls in your business
Training and managing your accounting staff [if any, as we can fill all roles if desired]
Improved quality, reliability and timeliness of financial information necessary for business success.
Budget preparation, guidance and ongoing monitoring.
Profitability analysis for divisions., etc. as the business requires
Develop and Implement tax saving strategies.
Establish key metrics based on business model and utilize to drive business goals
Trend analysis and recommendations based on current and projected trends.
Customized dashboards for quick access to key financial data
Work with Management to establish short & long term objectives and develop strategy to achieve goals
Cash Flow Management and Analysis.
Act as a liaison with bankers, attorneys, vendors, insurance agents, etc.
Work with financiers and assist in negotiations when needed
Evaluate and review business insurance, workers’ compensation and healthcare policies with a goal towards cost savings while delivering needed protection, etc.
Development and maintenance of company accounting procedures.
Design, review and oversee collection policies and procedures