CFO Services
The Chief Financial Officer (CFO) serves an important role in the operational structure of a business. Their primary role is to analyze their company’s financial health, set clear goals to ensure a successful future, and outline the plans needed to achieve those goals.
All businesses need the services a CFO provides in order to nurture and maintain long-term growth and prosperity. However, when you have a small-to-medium-sized business, hiring a full-time CFO is not always an option. Outsourcing your CFO needs is a great way to receive all the benefits of CFO services without breaking the bank.
Our CFO Services
Our Fractional CFO Services bridge the gap between basic bookkeeping and high-level financial strategy. We create actionable blueprints that empower informed decisions through in-depth analysis of accurate data.
As your CFO, we spend time reviewing your financial information, comparing results to your business goals, and formulating a custom plan of action that works to achieve them. We cultivate the seeds you have planted so you can reap the rewards in your bottom line.
To begin our CFO relationship with your business, we first conduct a discovery meeting to find out more about you, your business, and your goals. We will collect your existing financial statements and the reports needed to perform our initial analysis and begin taking the guesswork out of your financial planning.
Each month, we perform:
Financial Analysis
& Insight
“You can’t really know where you are going until you know where you have been.”
-Maya Angelou
We regularly analyze your business’s consistent financial reporting and translate that raw data into clear, actionable insights that:
- identify areas where profitability can be improved in your business
- inform decisions regarding financial resource allocation
- provide information and understanding of where money is (or is not) flowing well
- diagnose weaknesses, including potential financial risks
- highlight strengths in your current processes
- reveal opportunities for change
From this analysis, we create a customized Scorecard that visually interprets your company’s financial performance against your goals, providing a clear and actionable benchmark to track progress.
Strategic Planning &
Guidance for Growth
Using the Scorecard, we will build your Action Plan. This Plan pinpoints the key areas you need to focus on and breaks them down into specific, measurable steps. We will then collaborate to define a tailored roadmap for your business, ensuring you know exactly what to do and when to do it to help you take decisive action and reach your goals.
Implementation
With your Action Plan as your guide, you can confidently execute your objectives, knowing that you have a trusted CFO partnering with you to evaluate your progress during our next meeting.
Ready to get started?
Book a Consultation with us to see if our CFO Services are the right fit for your business!