Comprehensive Financial Solutions
to Drive Your Success
Build a clear vision & actionable strategic
planning for your business.
- Benchmarking against peers.
- Mini SWOT analysis
- Organic and acquisitive growth plan
- Evaluating management talent and identifying gaps.
- Documenting action plan with clear responsibilities, timelines.
- Developing tracking mechanisms for quarterly progress assessments.
We find the best partners to completely
deliver on our targets
- Commercial, liability, and director/officer insurance.
- Payroll
- Assessing and enhancing benefit programs.
- Designing, implementing, and administering retirement plans.
- Implementing sales force systems and business intelligence systems.
Enhance visibility into performance drivers, helping you make better decisions and manage actions that impact company performance
- Developing data marts and data warehouses
- Creating dashboards, scorecards, and Key Performance Indicators (KPIs)
- Reporting and analyzing product/service profitability
- Implementing operational business intelligence solutions, such as daily flash reports and real-time performance indicators
Breaking down transactional economics, Deep-dive analysis to identify areas for quick gains, improving profitability by:
- Assessing pricing and profitability across products, services, customers, market segments, branches, and regions.
- Analyzing contribution, operating margins
- Optimizing price, market share, and operational capacity.
- Conducting competitor price and cost analysis.
- Unit economics
Determining business valuation for
internal purposes
- Optimizing capital structure.
- Crafting tactical and strategic business plans.
- Preparing investment packages for investors, lenders, or buyers.
- Assisting in securing bank loans, specialty loans, or leasing programs.
- Identifying equity for expansion or providing liquidity for shareholders.
- Developing acquisition strategies and identifying potential targets.
- Conducting due diligence and deal negotiations.
Preparing stand-alone & integrated income statements, balance sheets, and cash flows
- Essentials of accounting systems – Payroll reconciliations, Bank recs, 3rd party recs
- General ledger entry and month-end closings.
- Analytical write-ups explaining financial trends and budget/forecast variances.
- Creation / presentation of customized reporting package
- Management of junior accounting and finance staff.
- Selection and implementation of accounting software.
- Tax planning and preparation.
- Establishing and assessing banking relationships.
Let's
Connect
Please contact us if you have any questions or would like to contact a StepupCFO Professional.
