Fractional Controller & CFO Services
Fractional Controller & CFO Services
1. Develop Annual Budget
Create a comprehensive financial roadmap to align
resources with strategic priorities and long-term goals.
2. Prepare Quarterly & Mid-Year Forecasts
Provide dynamic financial forecasts
to track progress and adjust strategies for optimal performance.
3. Customized Financial Reporting
Prepare and present tailored financial
reports to the board of directors, partners, investors, and bankers, ensuring
transparency and informed decision-making.
4. Financial Modeling & Analysis
Develop in-depth financial models to assess
business performance, forecast future trends, and support strategic planning.
5. Monthly Budget vs. Actuals Analysis
Compare budgeted and actual financial results to identify variances and implement data-driven improvements.
6. Weekly & Monthly Cash Flow Statements
Provide detailed cash flow insights
to maintain financial stability and support sound decision-making.
7. Financial Literacy Training
Educate staff and board members on financial
principles, ensuring a strong foundation for informed decision-making.
8. Visual KPI Dashboard
Design intuitive dashboards to track key financial and
operational metrics for real-time business insights.
9. Customized Financial Reports & Dashboards
Develop tailored financial
reporting tools that align with the organization’s goals and reporting expectations.
10. Strengthening Internal Controls & Processes
Enhance financial governance
by implementing robust internal controls and operational efficiencies.
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