Intro language
Strategic Financial Consulting & CFO Services
STRATEGIC FINANCIAL CONSULTING & CFO SERVICES
We are here to walk with you.Whether your business needs a CFO's voice at its management table or perhaps you need a strategic and objective partner to help guide through a new or challenging season, we are here to walk with you.
Our strategic financial consulting is geared towards the individual needs of each business we work with. We are well acquainted with guiding businesses through exciting times growth as well as supporting them through difficult restructurings or budget reductions.
Our Consulting and CFO work is where we really dig in and help businesses gain a better understanding of their company. We want to understand your pain points and problem-solve on how to relieve them. We want to understand your operations and help you improve them. We want to understand your goals and help you achieve them – as large or small as they may be.
Jen has been an amazing asset to my business. She has an incredible ability to take ideas, problems / concerns out of a conversation and put real time solutions in front of you to help grow your business and make it more efficient. I would recommend her to anyone!
Doug Simpson, Owner of DES PropertiesFinancial Meetings
We love helping business owners establish a rhythm of regular meetings to review financial statements, whiteboard issues, and problem solve together. This regular practice, whether it’s weekly, monthly, or quarterly, greatly enhances the understanding of a business’ finances and operations and helps stay ahead of issues by creating solutions in real time.
Annual Goal Setting & Budgeting
Creating a road map for the upcoming year can be one of the most productive exercises a business owner can do, and yet it’s often daunting and overwhelming. How do you forecast a year in advance? How do you project outcomes considering variable components of growth? How do you differentiate between baseline revenue expectations and growth goals?
That’s where we come in. We can help you navigate the complexities of Annual Goal Setting and Budgeting to create a simple model that helps you plan and prepare for your coming year. Our interactive models allow you to adjust key variables so you can see optional outcomes.
Goals and Budgets ultimately serve as a road map, which informs where we think your business is headed – an ultimate step in planning for resources needed to achieve the destination.
Throughout the year, regular reporting against goals and budgets helps businesses understand if they’re on or off target – and then we can problem solve about what to do.
Accounting Systems & Processes
Effective, efficient accounting systems and processes are a key component of a healthy accounting department. As your business or personnel change and grow, sometimes the accounting systems need a tune up.
We love consulting on your accounting systems and processes to hone in on your major pain points and redesign your systems and processes to relieve the pressure. We also highlight key strengths or things that are working to make sure we fully deploy those strengths. We want your accounting department functioning at full capacity, and having efficient and effective systems and processes is a key component.
Cash Flow Forecasting & Management
Where's the Cash?" is a question we have heard countless times. Knowing where your company's cash is today and where it will be in the future are critical components of effective cash flow management.
Ultimately, effective cash flow management helps you invest in the future during the good times while enabling planning and problem solving during the tough times.
We produce easy to understand cash flow forecasting, predicting your cash flow over both the short and long term. Many of our clients use these reports weekly to manage and predict cash flow, particularly when cash flow is tight.
We also help you strategize about all things cash-related, such as when to utilize lines of credit vs. cash or how to tackle paying down debt or how to establish adequate business cash reserves for when times get tough.
