Small and Medium-Sized

Running a small and medium-sized business can be challenging and sometimes difficult to manage the day-to-day business finances, but you may not have the need or the business volume to justify a full-time CFO. That is where we come in.

  • Is your business growing faster than its cash and financial system can handle?
    We can help you take control of the situation and implement procedures and systems for you to effectively manage your business and finances.
    For example, making sure that the bookkeeping is up-to-date, clients are invoiced timely, reviewing the A/R Aging Report to see that collection is timely, and having a weekly projected cash flow summary are a few things to start with.
  • Are your costs, expenses, and margins outside the expected industry norms?
    We can help you understand the story behind every dollar earned, as well as proactively plan for sales, operations, staffing, and strategic positioning.
    For example, conducting budget-to-actual comparisons and explaining variances, and monitoring the gross profit margin on a monthly basis, and reviewing revenue and cost trends are a few things to start with.
  • Do you lack detailed financial data that is vital to making sound business decisions?
    We help you collect, analyze, interpret, and disseminate details about your business’ revenues, costs, expenses, and capital, as well as identify planning options for your economic, industry, regulatory, and tax matters.
    For example, looking at the structure of your chart of accounts, identifying the performance metrics you should be measuring, having your bookkeeping up-to-date, and preparing and reviewing regular financial and nonfinancial management reports are a few things to start with.

Is your business experiencing any of the signs above? Then it’s time for our team to put our C-level talent to work for you. Contact us today to schedule your initial consultation with “The Profit CFOTM”.