Strategic CFO & Business Advisory Services

We work with the client to build a Strategic Financial Roadmap, which includes financial projections, accompanied by milestones and Action Plans. 

Plans are monitored on a regular basis to ensure things are on track to achieve your business goals.

Are you encountering negative cash flow surprises and run out of cash unexpectedly?

Having trouble funding your growth?

We help the client to proactively manage their cash flow on a forward looking basis, including the implementation of rolling Cash Flow Forecasts.

Are your financial statements accurate and available on a timely basis?

Do you have the financial and management information necessary to make good business decisions?

We can help you implement a meaningful Financial & Management Reporting System, including the implementation of Key Performance Indicators (KPIs) to monitor business performance.

Do you know your profitability by product, customer, segment, project, etc?  If not you are probably not making the best decisions for growing your business profitably.

We will work with you to help you and your team manage better and make better decisions.

You probably are going to need third party financing of some sort to grow your business. We help you understand the financing options that are available and which might be the most appropriate for your business situation.

We help you build a forward looking plan to manage your business. The clearer your focus is on your future direction, the more likely you are to get there.

We can provide you with the tools and processes to proactively manage your business.