Our CFO Services provide you with a strategic financial partner and a plan to grow your business.
As a business owner, you know that while even the best in-house bookkeeper might be able to close the books, growth minded businesses need more than the day to day compliance services and financial reports if they are going to hit their financial targets. Likewise, in today’s economic environment, small businesses need to be more agile than ever. Operating by instinct alone is no longer viable.
Whether your business is a start up, early stage or established business, you need to have a strategic financial partner and a plan. Our CFO Services offer a valuable outside perspective and financial insights that complement the bookkeeper services.
What Is Included In Our Virtual CFO Services
- Detailed budgeting to create a road map for the business and regular forecasting to monitor its progress.
- Extended cash flow forecasting for better business planning or to secure external financing.
- Business analysis to help identify risks and opportunities that will help you grow your profit.
- We provide numerous analysis to our customers such as: revenue improvement, breakeven analysis, territory mapping, new business line evaluation, pricing assistance, gross margin measurements, incentive plan design, and job costing.
- Our broad network will ensure that you have access to a full range of trusted business resources and that all of your needs are met.
- Our exclusive SMART Planning Package offers business owners a no risk chance to get to know us while making the commitment to make more money and have greater confidence than ever before.
The Shared Finance Center’s CFO advisors will be your strategic financial partner. We are there when you need us to provide the business acumen you need to grow your business.
Our SMART Plan
What are you doing today to address your future business conditions? Why is it that the small businesses that need to plan the most do it the least?
As a small business owner, you need to be ready to handle the challenges and properly prepare for the opportunities that you will face in the next 12 months. Make the commitment to make more money this next year and have greater confidence than ever before with our annual SMART Planning Package.
Our industry experts have developed a proven plan that will work with you to:
- Evaluate this year’s results to see what works.
- Identify the strengths, weaknesses, opportunities and threats that your business faces and understand how these impact your future financial health.
- Develop your next 12 month’s monthly budget for Sales, Profit, Net Worth and Cash so you will have a solid plan to act on.
- Prepare a “stress test” analysis that will let you see what potential upside or downside lies ahead so you can make the appropriate business decisions.
Utilizing our proven SMART Plan, one recent client realized that they were growing at a rate that would have them miss payroll within 6 months if they didn’t start speeding up their accounts receivable process now. This information saved their business.
Be prepared for the challenges and opportunities your business will face in the coming year. Contact us today to discuss how the SMART Plan can kick start your business growth and increase your cash flow.