CFO Advisory Services

In order to run a successful business, you need to have the proper systems and processes in place so that you can grow your company. Understanding how you run your business and preparing yourself for growth is something that most business owners don’t have time for – so that’s where we come in…

False Profits: It's Not the Top Line that Pays You!

This will help you be proactive in your business by making forward-thinking decisions that help you keep more of the money you make.

Our experienced CFOs utilize the financial data compiled by our accounting and finance team to better inform and guide you with customized solutions to establish a growth strategy, increase profitability, obtain financing or attract investors. We utilize our real-world experience, industry knowledge and expertise to implement strategic solutions that address a full range of challenges and opportunities.

Many business owners struggle with the finances of the business, simply because they do not understand it. We have an entire team of experienced CFOs that are equipped to help you make better decisions towards growth and profitability in your company. We work along side you to strengthen your competitive edge, showing you to scale a business, and assist.

Financial Analysis

Our job as your CFO is to perform regular in-depth reviews of your financial information always looking for trends, processes that are inefficient and opportunities for you to make better and more informed decisions for your business.

Opportunity & Risk Analysis

We provide expert analysis of your current business and the overall industry. With that information in hand we can identify both risks and opportunities that can affect your business immediately and in the future. We’ll then work with you and your team to create a plan of action to navigate around the risks and seize every opportunity available to you.

Cash Flow Projections

We’ll work with you to create financial and cash flow projections that will allow you to determine your current cash flow and what is expected in the future. This type of information gives you insight into when it may be time to:
  • Hire additional employees,
  • Add more equipment or
  • Invest in additional resources for your business.

Strategic Financial Planning

We dig deep into the inner workings of your business. Together with you and your team, we’ll work to identify factors that influence your businesses growth and overall success. Armed with that information we’ll put together detailed financial projections giving us the ability to strategically plan the future of your company.

Systems Assessment & Development

We’ll assess your current business systems to ensure efficiency and accuracy. We’ll also create and implement systems not currently in place to improve overall productivity. Things like your:
  • Financial accounting system,
  • Cost accounting system,
  • Accounts payable,
  • Purchasing processes,
  • Operational processes and much more.

Business Growth

We’ll create an in-depth business growth plan that will allow you the opportunity to strategically plan ahead. Using this plan will give you insight into knowing when to:
  • Acquire cash,
  • Add staff,
  • Implement training,
  • Create more distribution channels and much more.

Maximizing Profitability

We’ll perform an in-depth audit of your entire business operation, looking for inefficient systems, snags and bottle necks that are costing you profits. Once we’ve identified these pitfalls, we’ll work with you to implement solutions both in the way of new processes and more productive systems.

Contact Us Today to Speak with an Expert or Learn More About Us.