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CFO SERVICES

Your Business Matters

We provide expert CFO Services to oversee your current bookkeeping and controller staff to ensure all procedures have a series of checks and balances to strengthen security and present accurate financials.

Financial Statement Reporting & Analysis

Financial statement analysis evaluates a company's performance or value through a company's balance sheet, income statement, or statement of cash flows.

 

  • Create and/or maintain an company wide budget to support ongoing operations by segments, departments or functions etc.

  • Reporting on Budget to Actual consolidated financial budgets to leadership for month to month Analysis and projections.

Taking Notes on Financial Report

Implementing efficient Fiscal Infrastructures

Many accounting and finance offices often require an assessment to establish what is or is not working. We start by taking a step back to streamline some functions & create a strategic plan with recommendations.

  • Educating staff on more efficient processes

  • Improving the financial literacy of key management

  • Providing practical resources; including monthly financial reports, key performance indicators and tools to manage cash flow & budgeting

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Cash Management & Projections

​Cash flow projection is a breakdown of the money that is expected to come in and out of your business. This includes calculating your income and all of your expenses,

  • No need to work on cash basis to know how much cash you have available.

  • Managing cash for payments or spending, a cash report can be customized to your operations to help know how much money to expect and when and make decisions accordingly.

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Financial Policies & Procedures

​Financial policies & procedures are the rules or principles of your business's accounting and financial practices.

  • Produce a draft for processes and policies of fiscal office functions from document support to data entry to approval to reporting.

Internal Audit

Many firms have seasons that are stronger than others, industry trends or change affecting the bottom line.

  • We can provide an internal analysis on financials to identify and provide insight on any patterns or changes.

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Accounting System Integration

Looking to change accounting systems, we provide you support during the process. The pre-planning process, reconciliation, purging data and back ups are only half of the battle. Verifying the data after integration is just as important.

  • Analysis, planning and understanding of the old system

  • Configure the new system to meet your needs

  • Migrate & verify data

  • Test & train your team

  • Implement the system

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