CFO Advisory Services Transform Your Organization
We can help your organization become more strategically aligned, to teach your analysts to share information that matters, and to develop finance leaders who can solve problems.
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We share leadership, mindset, and process improvement tips. We won't share your information ever! You will also receive our free leadership guide.Ā
Please review our CFO Advisory Services to see how we can help you.
Book a call to discuss your particular situation so we can develop a plan.
Financial Storytelling
Are you reporting the numbers only without providing relevant context in the language of your audience? We craft financial messages to assist operators to make better decisions without guessing what the data means. I can help your team understand their metrics and their audience to find context that matters.Ā
Strategic Alignment
Do your FP&A and Accounting Teams operate alone, or do they actively partner with organizational leaders? Are strategic objectives considered when developing analysis, projections, and forecasts? I can help finance leaders be more aligned with operations to facilitate more accurate outcomes and improved communications. We must stop operating in silos.Ā
Process Improvement
Our processes are often confusing, misaligned, and inefficient. How long is your month-end close process, and how frustrating is it for your staff? When change is implemented, can you accurately calculate the pre vs. post lift to validate the change? Smoother processes remove friction points leading to improved accuracy, timeliness, and staff morale.
Finance Leadership Growth
Finance leaders focus on creating value, making a positive impact, and leading change. Role does not matter when it comes to leading others to a more positive outcome. I can train your staff to lead with numbers instead of only reporting a result. We take numbers to craft a solution that makes sense.
CFO Mindset Development
Our mindset is our greatest personal asset. Are you thinking and planning with a strategic mindset? Do you see the business from a big picture perspective? Are you future focused, or do you get stuck in yesterdayā€™s details that donā€™t matter? I can help your staff shift their mindset to be more strategic, which will translate to improved support to stakeholders.
Validating Internal Controls
Evaluating your risk begins with identifying areas that have the weakest control. Risk is used to highlight the significance of strategic objectives, overall performance, and governance, more specifically, the level of compliance the organization has. I can help evaluate where you need to update your internal controls to protect company assets.
Our Process
We are excited to begin the process to meet your needs
