At CFO Team we can help you manage your entire financial department. Here are examples of some of the financial management that we can assist you with.

Financial and Management Statement Presentation
Financial and Management Statements are the tools that management uses to manage the business. Do you receive your financial statements within 10 days of the close of the month? You should, you need them quickly so you can react to your ever changing business cycle.

We can also assist you in designing and building your Financial and Management Statements so that the information and analysis that you are reviewing is the critical information you need to manage your business

A CFO Team member will help you to analyze your financial information against standard industry trends so you can gauge how you are doing against your peers.

We will help you to prepare financial statements and presentations for your lending institution, investors and Board of Directors.

Rolling 5 Year Strategic Budget and Financial Projections.

At CFO Team we have a unique complex budgeting and forecasting package. We will help you develop a rolling 5 year strategic financial projections with budgets and sales forecasting. CFO Team’s forecasting model includes the balance sheet items as well as the profit and loss items. It is extremely important to include the balance sheet items as this gives you the ability to project your cash flow needs and capital requirements as you grow.

In addition CFO Team will update your 5 year strategic financial projections with actual results each month. This will continue to reforecast your projections and keep them current with your changing business cycle.

By updating your 5 year strategic financial projections with actual results your CFO Team member can prepare a budget to actual results statement so you can see exactly how your company performed to your strategic plan. We can work with you to make the necessary changes that you need to make to keep your company on your strategic plan.

Another benefit from the CFO Team budgeting and forecasting package is the ability to perform “What if” scenarios. We can analyze different business cycle changes for your company and help you to see what the projected financial result would be from that decision. For example, what happens to my gross margin if you raise all of your prices by 3%. What happens to your gross margin if you raise all of your prices by 3%, but leave your best sellers unchanged?

Accounting Procedures
Your CFO Team member can also assist you with the management of your financial by reviewing and developing procedures for Accounts receivables, cash collections, accounts payable, payroll payment and reporting, human resources and overall department management.

Contact CFO Team Today for a Free Consultation. info@CFOTeam.com