Premium CFO “Chief Financial Officer” Services

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Premium CFO "Chief Financial Officer" Services

Our goal is to be business partners, not just accountants. We want to help you build a financially healthy, fruitful business. It is for this reason that we offer our Premium CFO services in addition to our basic Accounting, tax, bookkeeping, payroll, and other basic compliance services.

The sad reality is that most business owners have little to no financial and accounting expertise.

This leads to the destruction of many businesses as the owners simply don’t know what they don’t know.

Our Premium CFO services give you a go-to finance expert (CFO) who will help you solve your company’s most challenging financial problems.

We handle all the duties of a traditional CFO but work remotely and on a part-time basis. We monitor the financial health and well-being of the business, usually with cloud technology. Offer financial insight and guidance on company financial decisions.

In summary, business owners who take control of their finances lead the entities that flourish.

We firmly believe that as a business owner if you don’t know your numbers you don’t know your business. This is why we provide our Premium CFO services. To help you build a financially healthy, fruitful business.

We are not like other accountants that just do accounting and tax. We aim to be your business partner, to help you build a financially healthy fruitful business.

We provide back-office CFO functions such as:

Business Health Reports | Management Accounts

If you don't know your numbers then you don't know your business. We believe business owners who take control of their finances lead the entities that flourish. Do you know how your business is actually performing? Are you making financial decisions based on assumptions or from actual performance figures?

Rather than a set of accounts just once a year, you receive monthly, Bi-Monthly, or quarterly Health Reports. These reports with give you an in-depth bird' eye view of the performance of your business and your financial position which is absolutely crucial for the decision-making in your business.

Business Health Audit

If you don't have the expertise to analyze your financials professionally, then this service is crucial for the growth and financial management of your business.

Know Your Numbers. As your Trusted Advisor, we monitor the financial health and well-being of your business, usually, with cloud technology. We will conduct a health assessment of your accounts.

As your trusted advisors, this ensures that we have the tools to analyze the financial health of your business closely and the opportunity to be proactive regarding any possible concerns and business decisions that may be required. We offer you the opportunity to make good financial decisions in real time.

You cannot wait 12 months to assess the financial health of your business. This is reactive and won't solve any problems. The goal is for you to be proactive and avoid any unnecessary problems and costs your business might incur if you were not on top of your numbers.

The objective of this service is to highlight how your company has performed in the last period and to highlight opportunities and/or risks that you should be aware of so that you can improve your business and financial situation.

You need to ask yourself the following questions:

1. Do you feel you have good insight into how your business is performing financially?
2. How often do you review your numbers?
3. Do you feel that you are financially savvy enough to review your financial reports and base your decisions on them?
4. Do you feel you’d benefit from having a professional review your numbers regularly for you?
5. How does it make you feel to not have proper insight into your numbers?
6. What’s the impact on your decision-making to not have regular clarity on your financial performance?
7. With the added confidence you’d receive from reviewing the numbers with us regularly, what type of improvements do you think would be realistic to make in your business?

Health Check in Calls

Our clients want the comfort of hearing from us (their Trusted Advisors) more than once a year to help them grow their businesses. This helps them assess where their business is, plus, quite frankly, this service helps us provide a more proactive, value-added service to our clients.

We will work with you to define your goals, location, obstacles, solutions, and speed as you wish to achieve your goals. We review your Key Performance Indicators that underpin the success of the business.

These will be a combination of financial and non-financial measures. We will provide our analysis on the results, and work with you to improve the results over time.

We’ll host a Zoom call or a face-to-face meeting to address anything you want to discuss with us as your professional advisers and anything that we have identified as areas that will benefit from some closer attention, guided by the reports that will be presented in the meeting.

Finance Manager

You need an independent Finance Manager with a "birds-eye view" of your bookkeeping department. Overseeing your bookkeeping department to ensure all financial systems and procedures are operating efficiently and ethically.

Ask yourself, who is actually responsible for my business bookkeeping? Who is accountable for the numbers that are produced?

Do you have capable and experienced staff doing your bookkeeping that are producing reliable and accurate figures?

If not then you need to employ a senior bookkeeper, or alternatively we can assist you with our Finance Manager Service.

This is not an easy "job". If your bookkeeping staff are not performing, don't have the "know-how", or are simply not capable of delivering results then we will communicate this to you. Ultimately it will be our responsibility to ensure that your bookkeeping department is running smoothly and your books are accurate and reliable.

We will provide suggestions and solutions for anything or anyone that is "preventing" your books from being accurate and up to date.

Cash Flow Forecasting

If cash flow isn’t correctly planned and controlled, it can have dire consequences for a business, even causing liquidation! We help you properly forecast, plan, and manage your finances.

Budgeting

We believe that every business should have a financial budget to plan where they want to be heading. This gives direction to the board and the entire team as to what the business is trying to achieve so you are all working in sync.

We’ll create, manage, and update a rolling 12-month profit & loss statement so you always know what the future financial performance and position of the business look like, based on what we already know today (committed sales and costs). This is about bringing the future into the present so you can do something about it.

We will process and audit your actual monthly profit and loss statements to your budgeted figures.