Holistic Operational Finance
Think of holistic operational finance as the perfect combination of CFO, COO, CEO, and CPA all rolled into one service. Unlike typical "Outsourced CFOs" who act as glorified accountants, we don’t just “do your books” and provide you with monthly reports. Our accounting team handles your monthly reconciliations, Accounts Receivable, Accounts Payable, invoicing, monthly reporting, and tax filing and reporting. Our Financial Planning team then utilizes the actual financial data to update forward-looking projections and tweak annual budgets. Our team of Operations executives then dives into the company's KPIs (key performance indicators) to determine why any projections weren't met or were exceeded. We will also work with you to implement additional reporting as necessary such as SKU profitability, sell-through reports, Lifetime Value reports, Net Promoter Score analysis, and Customer Experience analysis. We look at your company’s finances as the window into the health of your business and provide you with “whole of business” analyses and insights each month with targeted operational recommendations to achieve your long-term goals.
Finance & Accounting