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    • Home
    • Bookkeeping
    • CFO Services
    • Consulting
    • FAQs
  • Home
  • Bookkeeping
  • CFO Services
  • Consulting
  • FAQs

CFO Services

  

  • Monthly comparison of Gross and Net profits vs similar previous periods
  • Yearly Preparation of Revenue and Profit goals for the upcoming year, along with setting up a comprehensive commission structure to help the company reach its goals.
  • Annual setup of Budgets for SG&A expenses
  • Recurring meetings with other teams within the company to ensure that all company goals are well aligned
  • Constant communication with the CPA to answer questions or requests that they may have
  • Managing the finance team to ensure that all finances are properly entered into the accounting system by the close deadline
  • Improve Net Profit and stabilize operations, leading to a more efficiently run business.
  • Main Point of Contact for any finance, accounting, audit, and tax issues
  • Compiling a weekly finance dashboard which summarizes all of the key metrics and goals of the financials
  • Investor / Bank relations


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