CFO SERVICES – The Framework for New Growth
Imagine receiving just the right information when needed while also having access to an experienced source of business advice when making important decisions. For only a few hours a week, CBV will dig into the detail of financial and operating workflows, track cost behavior, leverage banking relationships and align financial reporting with business processes. The best financial practices start with an intimate understanding of business’s cash flow and cost behavior to maintain working capital adequacy which is the foundation of any business plan. CBV seamlessly works with the client’s existing professional service team and values maintaining a cooperative work environment.
Our practice features the following areas of expertise:
Business Planning – by linking operating and financial objectives with market realities, the CEO/Owner will have reliable guidance to measure progress and communicate a meaningful growth story.
Financial Reporting & Analysis – it begins with the budget but goes further to extract business information that resides in accounting data to assist the management team in making better decisions and create a more meaningful business forecast.
Margin Expansion – the two sided equation of revenue and expenses must be addressed via techniques such as pricing mechanics, scale, product/service extension, cost behavior and bundling of purchasing power.
Cash & Capital Adequacy – cash flow modelling is the starting point but capital management must go further into establishing lines of credit and a balanced evaluation of future investments, purchases and expansion projects.
Business Systems – Investment in IT systems should drive scalability whether its customer facing or internal to operations but it’s the installation that carries the most risk and requires experienced oversight of IT vendors in dealing with these vital process details.