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We tailor our services to meet the specific needs of our
clients. Although we have a proven track record of success across
multiple industries, we recognize the unique needs of your business.
Here are some examples of how we work with clients:
Strategic review
In today’s economic environment you need to do more with less
and still operate at the highest level. This involves maximizing your use of people, process and cash. Our streamlined, yet thorough, strategic review quickly isolates what keeps you up at night, identifies your most impactful business drivers, and provides a framework and action steps for moving to the next level of performance. Our analysis:
- Determines your optimal staffing needs
- Provides clarity to roles, responsibilities and
accountabilities
- Identifies the optimal use of cash
- Determines the best use of technology
- Examines and recommends specific training needs
Executive reporting
The factors that impact business success change every
week. It is essential for you to have critical information at your finger tips in “real time.” We bridge the “financial management gap” between your outside accountant (CPA) and your internal bookkeeper/accountant. This means that you will have “action-oriented” information available when you're making critical decisions. Our executive reporting:
- Isolates the metrics that matter
- Creates a dynamic dashboard of critical metrics that most impact performance.
- Generates essential reports for both determining strategy and guiding critical behaviors at all levels
- Develops meaningful financial budgets and projections
- Creates cash flow reports and forecasts that guide ongoing
decision making
- Provides a framework for analyzing all relevant management
information
- Builds template for developing self-sufficiency
CFO advisory services
An “operational CFO” acts as a true partner to the CEO. You can benefit from the very
tangible contributions of a CFO without having a full time employee. We fill this role by:
- Analyzing your internal controls and recommendations
- Conducting a risk management assessment
- Serving as the liaison with your outside CPA firm,
attorney, and consultants
- Acting as your personal advocate with your bank in order to
to maximize your banking relationships
- Providing guidance to your bookkeeper/accountant
- Offering strategies for maximizing the use of cash across
varying business cycles
Software analysis and consulting
Purchasing a new accounting or business process system can be costly, overwhelming and time-consuming. And yet, you need to make optimum use of your systems to maximize productivity. We provide significant value by:
- Objectively assessing current software and hardware
capabilities and determining short and long term needs
- Analyzing various fix/enhance versus new purchase scenarios
- Determining the best new purchase options
- Oversees new implementation or conversion
- Conducting training on new software
Recruiting & talent management
In today’s business climate, you cannot afford to make a mistake in hiring. You need financial and operational professionals with the appropriate skills and knowledge, and who are a cultural fit for your company. We have the expertise
to:
- Create the behavioral job descriptions of people you are
looking for
- Locate, recruit and test the right people
- Facilitate the interview process through a unique rating
system
- Maximize the onboarding process through targeting training
and mentoring
- Provide you with tools to evaluate performance going
forward
Interim CFO management
You may need an interim CFO, either because your growing business is still planning to hire for that position, or because your CFO or Controller recently left. During the recruiting process, someone still needs to perform key functions to keep your company moving in the right direction. We can help during this transition by seamlessly filling this role. We will provide continuity for you by:
- Immediately acquiring key knowledge of your industry, company culture, business practices and core values.
- Assuming the roles and responsibilities of an interim
CFO/Controller
- Continuing to provide management with critical reporting
without loosing accuracy or timeliness
- Continue to interface with your bank and other lending
institutions
- Provide supervision to accounting/office personnel
- Create blueprint of the actions and processes to facilitate
the transition for the eventual new CFO/Controller
- Ensuring that confidential information is maintained and
communicated at the appropriate levels of authority
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