Fully Accountable’s CFO Financial Health is your answer to better cash flow and making your finance department a profit center. With a full financial health check-up, a CFO will review your business to identify your financial vulnerabilities and provide you with expert advice on growing your profits for growth and scale.
Regardless of how your company is doing right now, finances can quickly change due to poor cash mismanagement. A CFO who knows how to accurately predict cash flow and build a budget based on your business can put you in a successful financial position to withstand a downturn in the economy, and they can provide you with the tools to manage a bad financial situation.
What are CFO Financial Health Services?
CFO Financial Health Services offer a comprehensive review of your finance and accounting department by a CFO that helps identify gaps and opportunities in your business. A strategic CFO looks at your operations from a financial perspective to help you maximize your profits while also growing and scaling your business. The CFO will do a deep dive review of your accounting as well as your financial operation to ensure you are set up for financial success.
Here’s a breakdown of what this might entail:
Cast Flow Analysis
Operational Budget and Forecasting
Cost & Inventory Management
Strategic financial planning
Financial reporting and analysis based on your business
Mergers and Acquisitions Due Diligence
Tax Strategy and Assessment
We Can Help Your Company
What else an Outsourced CFO can do for Your Business
Your Company's Finances Need a Health Check-Up
Engaging an experienced CFO for a comprehensive financial health evaluation is pivotal. Opt for a tailored approach with a CFO specializing in financial health, offering a strategic alternative to the year-round employment of a full-time CFO. This expert will meticulously assess your company’s financial pulse, identifying underlying issues and devising robust strategies to fortify your business for enduring success.
Commencing with an in-depth analysis, the financial health services CFO rigorously examines your financial statements and engages closely with your finance and accounting team. This process ensures a thorough understanding of your financial landscape, enabling the CFO to pinpoint risks and craft recommendations that streamline cost management, enhance cash flow, and refine financial planning.
You can expect:
Financial Health Services CFOs are the Doctors of the Business World
Financial Analysis: Our CFOs delve into your business’s financials, scrutinizing key metrics like revenue, expenses, profitability, and cash flow. This comprehensive analysis is designed to highlight areas of strength and opportunity, setting the stage for informed improvement strategies.
Risk Assessment: Tailored risk evaluation is a cornerstone of our service, where CFOs gauge potential financial challenges stemming from market volatility, economic shifts, regulatory changes, or internal operational factors. This assessment is vital for devising effective risk mitigation tactics.
Cost Management: By identifying cost reduction and efficiency enhancement avenues, our CFOs guide you towards more prudent financial resource utilization. Recommendations may include cost-saving measures and process optimizations.
Strategic Financial Planning: Collaborative financial planning is key. Our CFOs align their strategies with your business objectives, encompassing budgeting, forecasting, investment planning, and debt management.
Financial Reporting and Analysis: Through sophisticated reporting and analytics, CFOs provide real-time financial insights, empowering you to make data-driven decisions for your business.
Mergers and Acquisitions (M&A) Advisory: In the realm of M&A, CFOs are adept at guiding you through financial due diligence, valuation, negotiations, and integration planning.
Cash Flow Management: Efficient cash flow management is vital, and our CFOs ensure you maintain adequate liquidity for operational needs and growth initiatives.
Capital Raising: For external financing needs, our CFOs aid in preparing comprehensive financial documents and models, enhancing your appeal to investors and lenders.
Tax Planning: Strategic tax planning by our CFOs helps minimize liabilities and capitalize on available incentives and credits.
A Holistic Approach to Financial Health Services
Our goal is to equip clients with bespoke financial advice and strategies, catering to diverse entities from small businesses aiming for profitability to non-profits and individuals focused on financial growth. Fully Accountable’s CFOs are industry leaders, adept at seamlessly integrating into any company to steer financial strategies. If your business requires a decisive financial turnaround, our CFOs are the expert closers you need.
Our Customer’s Stories
For me, it’s just more of a peace of mind. I trust the team from Fully Accountable inherently and that’s just been a godsend for us.
- Ralph Burns
- Tier 11
It’s great to have an outside team that feels like it’s part of our team.
- Laurice Gajda
- Fullstaq Marketer
Having someone who knows what we’re going through and works with companies like ours has been game changing. It’s like having a real teammate, not just some CPA crunching numbers.
- Joe Simonds
- Salt Strong
I most appreciate the fact that I have a great reduction in my overall anxiety about how my business is doing.
- Mike Halekakis
- Digital Romance
The culture part is the most surprising to me… That’s what we aim for on our team. It’s been a consistent customer experience with whomever I talk to of showing up and serving.
- Gabe Arnold
- Business Marketing Engine
Working with Fully Accountable is a great experience because I feel that their team really is part of our team. Even though it’s outsourced, we feel like it’s family.
- Austin Wright
- California Beach Co.
Fully Accountable has allowed us to focus on growing the business and not worry about getting tripped up in oversights with accounting.
- PJ Lennon
- Pura Thrive
Fully Accountable helps us make high level business decisions.
- Craig Collins
- Mindful Health
Fully Accountable goes way above and beyond. They have our best interest in mind. There’s no doubt about it.
- Djamel Bettahar
You’d think having someone in your office face to face is better, but with Fully Accountable, it just gets done more quickly. I can just scan anything over and it gets done in real time. That’s a huge benefit to us.
- Greg Herlean
- Herlean Financial Services
The worst thing is not knowing the data for your business. Not being able to forecast, track, and actually determine what’s working… That’s critical. And that’s one thing that Fully Accountable is amazing at.
- Tanner Larsson
- Build Grow Scale
Getting dialed into our cost of goods was huge…
- Ryan Rouse
- Factor 75
I can see it in real time–this is what’s happening in my business right now.
- Kent Clothier
- CEO, Real Estate Worldwide
What if growth is actually doing more damage? You don't know that unless you have a pulse on your numbers, or have a team that can give you that data. That's really what Fully Accountable has done for us.
- Ed O'Keefe
- Marine Essentials
What has made me the happiest when working with Fully Accountable is feeling like we’re very supported. I know that the team has many clients, but never once have I felt like we are at the back of someone’s mind.
- Vashti Joseph
- Renaissance Management
We’ve grown to trust Fully Accountable more and more with our wallet, and that’s allowing us to start other endeavors that I never thought would be possible.
- Adam Hinkle
- Creative Quality Time
The major thing I’ve been able to achieve since signing on with Fully Accountable is peace of mind. I don’t have to worry about my accounting as much. It all happens in the background.
- Sal Buscemi