Types Of Client Advisory Services
Fractional CFO Services
- Fractional executive leadership that leverages FP&A and controllership data to guide leadership
- Decision-making authority that steers business planning & strategy
- Stakeholder relations representation
- Capital management & informing tax strategies
Controllership Services
- Compliance offerings – includes payroll returns, sales tax returns, etc.
- Expense reductions & protection from overruns (e.g. budgeting, purchasing/spend policies)
- Internal controls with fraud mitigation
- Credit monitoring & maintaining credit worthiness, etc.
Financial Planning & Analysis Services
- Cash flow projections, dashboards & dashboard monitoring
- KPIs with management implications & advice
- Financial forecasts (contrasted with spend regulatory budgets of controllership)
- Regular meetings & accessibility with clients around actionable management advice
Back Office Processing (BPO) Services
- Operations related to payroll & SALT
- Business licenses/other local permits & compliance
- Worker’s compensation insurance filing/compliance
- Payables & receivables processing
Other Services
- Liaison with bankers, attorneys, vendors, insurance agents, etc.
- Assistance in obtaining financing from banks, including assistance with negotiations
- Custom designed collection policies and procedures.
- Analysis of equipment purchases, expansions, etc.