CFO Advisors solutions are effective, affordable and efficient. Our clients experience impressive ROI through higher profitability, less stressful growth, and higher valuations as a result of our ongoing services.
HOW WE DO IT
CFO Advisory Services
We help brands assess and implement best practices in financial reporting, streamline their accounting and finance processes, and build in proven systems that give them the ability to be leveraged for growth.
CFO Advisors - Analytics
We automate the collection of all enterprise data and analyze it in the cloud using a proprietary custom platform we have build using Tableau, a top analytics software tool. We then work with our clients to identify trends, reach conclusions and design strategies to address what we are seeing.
Recognizing Key Signs That CFO Advisors Can Add Value To The Brand
- Multiple entities with separate books (usually Quickbooks) for each entity.
- Heavy use of excel to consolidate financials
- Poor internal controls in place - lacking communication between operations and finance department
- Skill sets of existing staff may not be as experienced as needed
- Non-existent systems or integrations - using basic or not utilizing full capacity of system
- Lack of training - initial or ongoing - for tool/software that is being used.
- Systems are not capable of talking with each other.
- Senior team unaware of what truly drives their business and the key metrics to measure those - they are too in the weeds.
- Reporting to operations is time consuming, tedious, and often flat out incorrect.
- Reporting to external parties is not industry consistent and generally reflects a patch work of a lot of non-experts experience.
- Wasted time spend on organizing, inputting and approving paper invoices.
- Unaware of implications and costs of not solving these challenges over long term.