Advisory & CFO Services
Advisory & CFO Services
- Understand and identify critical ratios that affect their business
- Set goals and associated strategies for improvement
- Link financial goals with business activities
- Measure and report outcomes of business activities
- Monitor critical activities and strategically manage business activities
Our Proven Three-Step Process
Strategize
It all starts with a plan. Which, of course, we’ll work directly with you to map out. We begin our engagement with a thorough review of your company’s past and present operations and practices, discuss your desired future outcomes, and develop the right key performance indicators to ensure you progress towards your goals.
Analyze
After setting you up and getting you started, we’ll meet with you monthly to track your progress. Together we’ll review your sales, gross profit, expenses, net income, cash, additional revenue sources, and other targeted areas of focus. We’ll walk you through what worked well, what didn’t work, and what adjustments are needed going forward.
Revise
From there, we move back to further strategizing. After reviewing your progress, we’ll highlight the areas of significant importance and discuss needed changes for your business, leaving you with outlined goals for the next month. We take all the unnecessary noise out of the picture to give you just the signals you need to keep working on.
The Importance of Tracking KPI’s in Your – Business – Gross Profit %
What Our Clients Are Saying
Let us help you transform your business and simplify your accounting.