BUSINESS ADVISORY | VIRTUAL CFO 

 

We can help bring the story of your business into numbers with budget preparation and cashflow forecasting, and do a deep dive into your finances through things like a variance analysis. We can also help you calculate different KPIs that drive your business forward and, if you need to paint a picture for investors or report to the board, we can also help knock up these types of report packs..

 

Advisory Services

Strategic Business Planning

Management Consulting

Financial Statements

Key Performance Indicator (KPI) Monitoring

Forecasting

Budgeting

Pulse on Cash Flow

Profitability Analysis

Visual Dashboards

Monthly Accounting Reports

Monthly, Quarterly, or Semi-Annual Advisor Meetings (in-person or video conference)

Enhanced Controls for Fraud Prevention

On-Going Fraud Monitoring

Exit Strategies

Business Valuations

Succession Planning

Startup Mentoring

New Entity Formation

Financial Checkups after Determining Key Financial Metrics