Match your Books and Records to the growth of your business
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Assessment of Finances & Operations
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Work-plan to upgrade Bookkeeping
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Financial tool creation
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Accurate financial reporting
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Business Modeling
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Financial Projections
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Cashflow management
We'll begin with a conversation of what your goals are and the timeline you have to work with. You'll get a tailored proposal for a plan of action and the side-by-side support that fit the complexity of your organization.
Benefits of The Fractional CFO

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Make informed financial decisions. The Fractional CFO
Get more financial context than from the accountant that may be just charged with doing your taxes, and more detail than the reporting you receive from your bookkeeper. The CFO lives inside your business, so you don't have to.
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Have accurate financial bookkeeping and records
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Manage cashflows
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Plan confidently for growth, for adding staff, investing in equipment, or adding general expenses
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Understand weekly operations dashboards detailing current progress with comparisons
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Receive a monthly financial review of money due and money owed, as well as reporting on trends
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Review your budget with analysis, explanations, and recommendations where applicable
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Build living financial models to streamline planning and make sensible projections
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Produce professional reporting documents specific to your needs, and more



