Fractional CFO Services
Are you seeking to optimize your financial operations and gain a more transparent understanding of your business's position within the economic landscape? While strategic finance remains crucial for your company's success, securing a full-time finance professional might pose a challenge in the early stages. Fractional CFO services offer a solution, bridging those gaps as you propel your business forward to new heights.
Cash Flow Management
Thoroughly tracking incoming and existing cash to gain a precise understanding of both immediate obligations and potential future investments.
Budgeting and Forecasting
Tailored annual budgeting and forecasting explicitly designed specifically for your business, alongside meticulous tracking of actual financial performance.
Financial Strategy
Attain a clear vision of your business's direction through customized financial reports focused on your essential KPIs and OKRs.
Capital Raising and Investment
Assist in optimizing your financials to attract capital and navigate the fundraising process smoothly.
Fractional Controller
Are you looking to shift from day-to-day minutiae and dedicate more time to your team's needs? Often, Founders are the go-to resource for every team member, yet they find themselves entangled in essential accounting duties right from the start. Fractional controller services could provide a significant advantage to your business.
Financial Reporting
Generate precise monthly Profit and Loss statements, Balance Sheets, Accounts Payable and Receivable, and a comprehensive Cash Flow Summary.
A/P and A/R Management
Ensure the upload of all invoices and confirm their alignment with third-party software.
Expense Management
Verify that team expenses are accurately recorded and categorized within the accounting software.
Internal Controls
Establishing a separation between your accounting functions and other team members.
Financial Systems Management
Do you have 18 different financial software systems that do not flow together, but you’ve already purchased yearly subscriptions to each one? Don’t worry; it happens to the best of us. Consider a one-time financial systems upgrade for potential benefits to your operations.
Software Implementation
Incorporate your selected new software seamlessly into your current business workflows.
Clean-up of Prior Implemented Tools
Rectifying discrepancies within third-party and accounting software to guarantee precise reporting.
Software Integration
Combine various software systems to generate desired reports without requiring extensive manual inputs.
Update Original Process Flows or Create New Flows
Develop comprehensive manuals outlining existing processes and software functionalities.
Financial Tools Catalog
And More….