One way in which we differentiate ourselves from our competitors is through value-added services. These services go above and beyond the traditional.
External CFO Services
One such program is called External CFO Services, where we become a small or medium sized company’s true financial advisor. We help them grow and improve their business, while at the same time managing their owners’ & shareholders’ personal financial health and monitoring their tax and estate planning.
We’ve had great success with the External CFO Services program, since many small to medium size companies cannot afford a full-time CFO or COO, or necessarily need one. This program gives them the opportunity to access this level of expertise without having to pay the salary that comes with it. In our experience, many business owners are involved in every facet of their operation, including sales, which leaves little time to focus on the big picture. By providing this service, we enable clients to think more broadly and plan for a successful future.
When reporting on historical information for a business or organization, delays in delivering monthly or quarterly reports can be catastrophic and once delivered, it tends to be insufficient, as historical data is an analysis of what has already happened.
We take a very proactive approach and enhance the reports by tracking various “key metrics” that will assist in monitoring critical daily, weekly and monthly activities, where appropriate, to quickly spot trends that will be crucial to the success of our clients.
Along with proactive monitoring, we will provide an ongoing analysis of internal controls which minimizes surprises in business performance. We also focus on predictive metrics that help to forecast future profits and cash flow, enabling our clients to better plan out their year.
Our deliverables are more than just the standard financial statements.
We provide more management style reporting, focusing on the details that are integral to the success of their business.