
CORE
SERVICES
WHAT YOU GET WITH OUR FRACTIONAL CFO SERVICES:
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Integral and trusted partners who are hyper focused on the financial side of your business
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A cohesive Business Strategy and Financial Model, with experienced support for everything from mundane data entry to CFO level strategic guidance
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Improved decision-making capabilities from clearly understanding how actions impact your financials and cash flow
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A regularly available sounding board to help you with those tough business decisions
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Improved accuracy, quality and timeliness of financial information
Cash Flow Optimization & Management
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Free up cash through a focus on Working Capital Optimization
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Build a Cash Management Culture
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Strategize your spending to Maximize Opportunities
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Predict your future cash needs to better manage your business
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Never be blindsided by a cash crisis
Financial
Planning & Analysis
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Translate your vision into a customized and adjustable Financial Model for budgeting, forecasting and day-to-day decision making
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Develop the tools that enable you to analyze various scenarios, understand their effects, and plan for your business's future
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Integrate your income statement, balance sheet and cash flow forecasts
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Set clear, actionable, attainable and measurable goals for your team and staff
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Get monthly reviews and analysis of your Financial Statements
Strategic Implementation & Ongoing Support
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Customize your Dashboards and Reports to focus on Key Performance Indicators (KPIs) across all aspects of your business
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Understand your customer acquisition cost and lifetime values
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Select, implement and optimize an ERP Solution into your daily operations
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Clearly communicate with Board Members and Investors
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Equity & Debt Capital Fundraising guidance and Support
Controller & Bookkeeping Services
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Project-based Accounting Expertise for startup, small and medium-sized business
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Establish and manage a smoothly running accounting department responsible for preparation of accurate, useful and timely financial reports
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Lead or support all your daily accounting activities including A/P, A/R, payroll, inventory management, billing, credit and collections
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Coordination with outside vendors (banks, leasing companies, insurance, CPAs, etc.)
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Mentoring and coaching for your current accounting department. Provide training on best practices where needed