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In depth 13-week cash flow modeling
Monthly Financial Package & Call including your Overview (MD&A), Profit & Loss, Balance Sheet, Cash Flow and other key metrics
Roadmaps, Budgets, Forecasts
Coordinate with your Tax Accountant, accounting and office team, bookkeepers, auditors, and bank.
Identify & implement process efficiencies, system upgrades, and build automated BI reporting using Power BI or other tools.
Provide team best practices to pass an audit, and act as a liaison with your auditors.
Please reach us at james@vanloffeltcpa.com if you cannot find an answer to your question.
We focus solely on your business. You likely already have a tax accountant, and we do not want to interrupt that relationship. Keeping the services separate actually puts a check on both.
The fractional CFO's primary focus is the 20,000 foot level versus at the transactional level. We focus on the above to make sure your business is healthy.
Your team may be doing very well. We fill the role of the CFO at a fraction of a cost because a full time CFO isn't quite needed 40 hours a week - yet. We accelerate the process maturity, reporting insights, and depth of understanding.
We work with growing construction, manufacturing, service, distribution, engineering, and private-equity backed clients.
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