Monthly
CFO Report
|
Analyze
monthly results and advise top management/
owners of unusual trends and variations from plan. Provide
recommendations for any corrective actions deemed appropriate.
|
Greater
knowledge and understanding of business financials and
key metrics - actions for improvement. |
Supervise
accounting
staff
|
Weekly,
semi-weekly or monthly face to face work/support/supervision/
review with current accounting staff.
|
More
time for business owner to focus on other things. Better,
more reliable accounting staff and monthly data. |
Review
monthly or quarterly accounting/
financial statements
|
Ensure
integrity of financial statements/data.
|
Better
business knowledge and decision making.
|
Monthly
or semi/monthly management meetings
|
Key
to following up with strategic plan, review of Key Performance
Indicators or KPI's, discuss what is going wrong and
how to fix, keep top management group accountable.
|
Regular
structured meetings to discuss results, KPI's, follow
up with initiatives, keeping top management accountable,
open communication with key management group. |
Weekly
meetings and/or tele-
conferences
|
We
meet face to face with business owner and discuss key
issues.
|
Integral
for open communication, discussing of plans/options/issues. |
Develop
Key Performance Indicators or KPI's
|
Key
Performance Indicators - crucial internal management
financial and non-financial info integral to effective
management of business.
|
Better
more closely attuned business management. Have your
finger on the pulse of your business and know what to
do to make it better. |
General
advice on financial matters
|
Available
via telephone, meetings to discuss/research/advise on
any kind of business matter.
|
Have
objective knowledgeable sounding board to run things
by. |
Annual
Business Performance Review
|
Comprehensive
report on annual results - trends in key areas. Succinct
summary of what was up and what was down and why. Suggestions
for improvement.
|
Understand
cash in and cash out. More in-depth knowledge of business
performance. Decide action steps and focus for improvement. |
Trend
Analysis
|
Often
used in Strategic Planning Day or Corp Retreat. Understand
key trends in the business.
|
Note
pitfalls and potential. Gain appreciation for possible
financial cliffs up ahead. |
Review
of Chart of Accounts
|
We
review current Chart of Accounts and provide suggestions
for improvement to give you the management information
you need from financial statements.
|
Better
on-going management information from current financials.
|
Service