Financial Management

We will provide Outsourced Chief Financial Officer support to clients with a goal of achieving the following objectives:

• Evaluate the effectiveness of existing financial management systems,
• Review work performed by the organization’s accountant,
• Oversee the development of an annual operating and capital budgeting process,
• Implement a monthly, quarterly, and annual financial statement review and forecasting process,
• Manage the strategic objectives that have been identified in the organizations strategic plan, 
• Oversee a continuous Strategic Planning process that is integrated with the growth and profitability of the organization, and
• Evaluate and make recommendation relating to the financial implications of business decisions.
  

We offer our clients who are QuickBooks users a comprehensive training program that is designed to provide an understanding of the capabilities of QuickBooks and how to most effectively utilize this powerful tool to manage the financial transactions of your business.

The budgeting, forecasting, and performance review software that we utilize is designed to help companies and nonprofits make better decisions. Whether it’s a high-level forecast for the bank or a detailed multi-departmental operating budget, our tool enables you (or your team) to produce a more accurate analysis in less time.

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