Outsourced CFO

While being repetitive, it is a necessity of financial reporting. It will reflect how efficient and accurate the data flow of a business is to paint the true picture of the business and where it is heading.

Having a good grasp on a clients’ financials is a given, so advising on cash flow is a natural extension. Assisting with cash flow projections can help clients determine when and how to pursue lines of credit or other types of financing to ensure that bills are paid, payrolls are met, and businesses create opportunities to invest in further growth.

We help prepare for important financing rounds by offering comprehensive financing planning services. By pulling together necessary documentation – a business plan, business credit report, tax returns, financial statements, bank records and other necessary information, we can ensure that the business is seen in the best possible light.

Business is dynamic and always evolving. Innovation and technology are key drivers we need to look at to create new business models. However, these drivers carry with them economic implications.

We will help with the financial analysis about what new technologies will cost the impact on efficiency, the long-term return on investment (ROI) and the benefits, synergies, savings and opportunities that new technologies present. Technology assistance can come in many forms from software related to Accounting, ERP’s, CRM’s to reviews of process automation as robotics or AI.

Our business network is always expanding. Outsourced HR services helps attract and retain top talent. We can assist in all areas from recruitment, onboarding, performance feedback, retention and exit.

At first it may not seem critical but when you think ahead it is. Whether for mergers and acquisitions, succession planning, bankruptcy protection, financing or a business dispute, offering your clients business valuation analysis services gives them a documented assessment of the business, its assets and liabilities, and market position.