Advancement
Drive your business toward success with our expert guidance and coaching.
Making critical business decisions can be challenging without reliable data. We provide custom-tailored Financial Planning & Analysis (FP&A) and Fractional CFO services to empower you to achieve your business goals. Gain clarity and confidence to drive your business, knowing you have a solid foundation of trustworthy financial insights to guide your decisions. This is where prosperity meets peace of mind.
Financial Planning & Analysis (FP&A) Services
-
Cash Flow and Operating Capital Reporting and Projections
-
Key Financial Metrics (Usually with Dashboards)
-
Key Performance Indicators (Leading Indicators)
-
Benchmarking
-
Financial Forecasts (Usually in a P&L Format)*
-
What/If Scenarios
-
Cost to Benefit Analyses
*We contrast financial forecasts with budgets that regulate and monitor costs and/or expenses. We view the latter as a Controllership Services function.
Fractional CFO
-
Fractional Executive Leadership that Leverages the Data Compiled by FP&A and Controllership to Provide Leadership and Guide Owners
-
Decision-Making Authority (or Strongly Influential Advisory) that Steers Businesses Planning and Strategy
-
Stakeholder Relations Representation (e.g., Investors)
-
Relationship Management with Financial Institutions and Lenders
-
Capital Management
*Though some of the activities of the Fractional CFO have a present horizon, we consider the over-arching horizon to be future, as the CFO provides leadership and direction.
