Do you spend time:
We understand your pain. As a business owner, you simply can’t do it all yourself, and you likely don’t have real financial expertise — or even proper bookkeeping — in-house.
To get to the bottom of any of these worries, you need to understand your true costs. And that requires looking more deeply than the individual totals in your monthly P&L, AR or expenses.
If you want things to change, having straightforward information can go a long way toward helping you make better decisions.
Do you really know what changes you should make? Maybe — but maybe not.
A fractional CFO can give you a fresh, comprehensive perspective and often can see things you may be missing. More importantly, your new CFO can make needed changes happen.
That frees you to focus on what you and your company do best.
Think of how much faster you can move forward, with renewed confidence in your progress: We’ll produce financial reports, handle your monthly accounting, identify new operational efficiencies, and give you guidance on a strategic plan to help you achieve your goals.
As your outsourced CFO, we’ll deliver customized information about how your business is operating with specific insights on where to make improvements and the expert execution to make them happen.
We generate accurate, detailed reports that provide an overview of your business’ financials.
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Our team uses careful analysis to help you strategize ways to improve your business’ cash flow.
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Stay atop of your business’ performance and determine how you can boost your productivity.
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Our specialists help you navigate the market and create an effective business strategy.
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Manage your business’ expenses and develop an optimal budget using our in-depth financial reports.
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Our CFOs are capable leaders and have first-hand experience in working with businesses across many industries.
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We are analytical, and therefore, the numbers will tell our CFOs the story. We make sure that you not only see the right numbers for your business, but understand what those numbers say about how your business operates, and additionally, how you can implement changes that improve your bottom line.
You need a fresh view of how your business operates. Our CFO services provide the experience and creativity needed to help you do things easier, faster, and more efficiently. This knowledge helps drive greater productivity throughout your business, resulting in greater profitability.
Our CFOs’ experience in a broad range of industries means that we are prepared to help any business reach their next performance peak. Our CFOs bring a breadth of experience, cross-industry and in different settings, allowing us to gather the right tools and resources to help your business grow.
Whether it is cash flow improvement, greater profitability, a stronger balance sheet, or a better understanding of how your company operates, we have the experience, knowledge, and creative approach to get your company to the next level. Our CFO Services can help you surmount any obstacles you may be facing.
Make a change that will positively impact profitability.
Get crucial information to make better business decisions.
A deep-dive health check, execution and ongoing support
Get granular with a professional, outsourced CFO, and improve your financial results every month of the year.
CFO Simplified performs a one to two-day Health Check for your company. Included: An analysis of your company’s Financial Reporting, Month-End Close process, Operational Review, Workflow Analysis, AP and AR, Cash Flow Evaluation and Banking Relationship and much more. Plus, we interview your top management. The result: a written report including detailed and practical solutions that can be implemented.
We review with you the Good, the Bad and the Ugly. What are the things that you’re doing well, what are the things that you should look at changing over time, and what are the changes you should make right now because they are putting your company at risk or costing you money? This is a one to two-hour meeting with you and your team to discuss our findings.
We propose a plan to address the priorities we’ve identified. We tell you how much time it will take to bring those elements of your company’s operations up to speed with best practices. We identify how your staff will be involved in the process, and the financial impact of the implementation
Now that we know your company, we can identify how much time we feel it would take to provide you with ongoing CFO support. This includes dashboards, cash flow forecasting, trend analysis, and customized KPIs.
MEET YOUR NEW CFO
Learn how we comprehensively analyze your company’s financial health
“Our Firm hired CFO Simplified to help us navigate during a critical juncture. From the outset, their team exhibited a solid understanding of our unique needs and the urgency of the situation. They were able to jump in with both feet and helped overcome some of our immediate challenges, demonstrating a commitment to our success and working collaboratively with our leadership team and internal staff.”
“We’ve relied on CFO Simplified’s fractional CFO services for several years for important monthly financial tasks – forecasting, budgeting, reporting and analytics. Their work gave us renewed clarity on our costs and how they changed over time, and in understanding the differences in managing our national and international income streams. When it was time to complete the buy-out of my business partner, CFO Simplified was there to help guide the process. Knowing that we have expert financial help in-house through their services has freed me up to focus on clients and company growth. CFO Simplified has proven to be reliable and a valued part of our success. I highly recommend their services to any business owner facing everyday accounting issues, all the way through to defining growth strategies.”
“Having an expert, outside viewpoint gave us the clarity and accuracy we needed around our month-end closing process and KPIs, allowing us to get a more concise picture of our financial performance. The perspective and work done by CFO Simplified puts us in a better position to manage our business for future success.”
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Each month we provide key insights, resources and tips for building a better business. Get the latest blog posts, business hints, accounting tips and a personal note from Larry.
Our people are unique CFOs. They are all operationally
based financial executives.
Created Custom For Your Company By an Experienced CFO