SERVICIES
FOR BUSINESSES

CFO Advisory Services

Together we can envision, inspire and transform your business.

We will offer tailored services to meet client needs.  Examples of CFO advisory services are:

Strengthening financial strategies
  • Developing short and long-term financial strategies
  • Creating financial statements.
  • Analyzing and managing cash flow
business, commerce, decisions
Business plan development
  • Developing a business plan
  • Managing debt and loans
  • ROI analysis
Optimizing Accounting and Finance process
  • Streamlining the financial process
  • Plan and implement accounting / ERP software
  • Elevating the accounting and operating efficiency.
  • Prepare and support a financial audit
Entrepreneur support
  • Business formation assistance
  • Assist in developing a solid accounting foundation 
  • Working capital management

Challenges and opportunities

Here are common questions and concerns from our clients. Do you ever wonder the same? If so, we can help you! 

  • "We need to develop mid- to long term financial strategies."
  • "Our business is growing, but we do not have a solid accounting process."
  • "Our orders are increasing, but so are our payments. How can we have a better understanding of our cash flow needs?"
  • "We are considering launching a new product. Should we evaluate the ROI?"
  • "Our bank is asking for financial statements for our funding request. Our financial statements are internal use – how can we improve them?"
  • "Should we evaluate salary and benefit structure so we can attract and hire highly capable individuals?"
  • "We need to enhance our internal control. How can we develop policies of accounting and human resource management processes?"
  • "We do not have a CFO. Can you review our financial records monthly?"

What You Get

We will discuss your challenges and surrounding circumstances first and tailor a consultation plan specific to address your needs. The first consultation is free!

Depending on the consultation engagement and your needs, we will create a fee schedule prior to start the project.

  • Project base
  • Hourly fee structure
  • Retainer arrangement (over 6 months)
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