Our services are both advisory and hands on. We have the willingness and work ethic to roll up our sleeves to get it done. We are committed to understanding your business and providing practical value-added solutions to issues effecting your business.
Areas of financial management services include the following:
| • Strategic business planning |
• Performance measures and benchmarks |
• Budgeting and forecasting |
• Inventory and costing systems |
• Cash flow analysis |
• Accounting systems and financial reporting |
• Cash management |
• Internal controls, policies and procedures |
• Banking relationships |
• Risk management |
| • Sales and profitability analysis |
• Coaching and mentoring |
| • Cost and expense analysis and control |
|
By listening, we tailor our services to meet your immediate and long-term goals and objectives.
A typical client has $1 to $30 million in sales a year, a bookkeeper on staff, and the owner or one of the owner/partners wears the “CFO/controller hat”. The business owner knows he or she could be more productive by concentrating on sales and operations than by spending their time supervising the bookkeeper.
Other common situations in which our services can benefit your business:
• You are a new start up company and want to begin your financial management correctly.
• Your company is experiencing significant growth and you want to have an experienced financial manager available on an as needed basis.
• Your company is experiencing profitability challenges or cash flow difficulties and requires strong financial leadership.
• You have an inexperienced CFO or controller on staff and they need a coach or mentor.
• Your financial reporting system does not give you the necessary information you need to make important management decisions. |
