As experienced CFOs, we provide the following high-level financial and strategic consulting services going beyond the traditional duties a general Accountant.
- Strategic planning
- Raising capital
- Internal/external financial reporting
- Cash flow forecasting, business modeling, and budgeting
- Preparation & delivery of financial/operational presentations
- Cost/benefit analysis
- Risk management—insurance, contract terms
- Supervise, mentor, coach, train (both ownership and employees)
- Development of Systems of Internal Control
- Treasury management, cash management, bank account structuring, banking relationships, letters of credit
- Benefits management/review
- Preparation/support for external audits
- Analysis for cost efficiencies
- General business consulting
- Monthly review and analysis
- QuickBooks Certified ProAdvisor
