The Scorecard is a diagnostic tool designed to help organizations grow and manage financial performance through accountability and focused action items. It provides a roadmap for fiscal wellness and profitability enhancement.
- A high-level, diagnostic tool that identifies key areas for a process-level assessment
- Assists in identifying and prioritizing areas of opportunity
- Establishes a baseline and allows you to track performance over time
Annual Business Assessment (ABA)
This tool begins with the Accounting Scorecard and expands the value to include revenue management, sales, marketing, business development, organizational vision, mission, brand, and leadership.
Key Process Assessment (KPA)
The Key Process Assessment (KPA) is designed to improve profitability, cash flow, and financial performance. We can assist your business by reviewing, assessing, and recommending improvements in key areas and accounting functions.
- A detailed-level assessment of essential processes, responsibilities, technology, data, and reporting within functional accounting areas
- Delivers specific recommendations for improvement
- Assists in identifying and prioritizing follow-up projects and initiatives
Financial Performance Monitoring
Financial Performance Monitoring services help you maintain control and visibility into the numbers. We can help you stay on track to meet – and exceed – your goals.
- A regularly scheduled (e.g. weekly, bi-weekly, monthly) review of financial performance, trends, and key indicators
- Focuses on cash, accounts receivable, inventory, accounts payable, debt, revenue, gross margin, and net income
Consulting & Support Services
Our CFO Consulting & Accounting Support Services are an ideal supplement to your existing accounting team. Whether you need an extra set of hands, or additional know-how, these services can be tailored to meet your needs.
- Ideal for high-priority projects, limited duration, specific knowledge sets, or less than a full-time staffing need
- Collaborative and supportive approach with your current accounting team
- Ability to scale according to project demands
Our CFO Consulting team can help you bring everything into focus. Key services include:
- Fractional Controller and CFO
- Profitability and cash flow analysis
- Cash management assistance, including budgeting and forecasting
- Accounts receivable, accounts payable, and inventory management assistance
- Annual business assessments
- Financial and management reporting review
- Financial dashboards and key performance indicator development
- Accounting process review
- Accounting process automation and use of technology review
- In-depth financial analysis and modeling
- Job costing assistance
- Financing support
- Strategic planning
- Internal control development, review, and compliance monitoring
- Accounting software evaluation and implementation assistance
- Merger and acquisition consulting
- Tax planning
- Tax credit and incentive review
- Supply chain management review
- Exit planning