According to the Wall Street Journal, 60-80% of business owners don’t know what their financial statements are telling them. I know what you’re thinking. “That’s not me.”
Well, prove it to yourself. Take our 3-minute quiz.
1. Deep Dive Analysis:
CFO Simplified performs a one-to-two day Health Check for your company. Included: An analysis of your company’s Financial Reporting, Month-End Close process, Operational Review, Workflow Analysis, AP and AR, Cash Flow Evaluation and Banking Relationship and much more. Plus, we interview your top management. The result – a written report with recommendations.
2. Review of Deep Dive:
We review with you the Good, the Bad and the Ugly. What are the things that you’re doing well, what are the things that you should look at changing over time, and what are the changes you should make right now, because they are putting your company at risk? This is a one to two hour meeting with you and your team to discuss our findings.
3. Execution Plan:
We propose a Plan to address the priorities we’ve identified. We tell you how much time it will take to bring those elements of your company’s operations to best practices. We identify how your staff will be involved in the process, and the financial impact of the implementation.
4. Ongoing CFO support:
Now that we know your company, we can identify how much time we feel it would take to provide you with ongoing CFO support. This includes dashboards, cash flow forecasting, trend analysis, customized KPIs.