Accurate Financial Reporting
Monthly Journal Entries
Record each transaction systematically to reflect true financial activity.
Chart of Accounts
Organize accounts to provide a clear structure for tracking finances.
Accounts Receivable + Payable
Track money owed and money incoming to maintain liquidity.
Monthly Financial Reports
Present timely summaries of financial performance for informed decision-making.
Reconciliations
Verify accounts against external statements to ensure consistency and accuracy.
Performance ANalysis
Analysis of Financial Reports
Examine financial statements to understand past and current performance.
Variance Analysis
Identify differences between actual results and budgets or forecasts.
KPIs – performance Analysis
Measure key metrics to assess business health and operational efficiency.
Benchmarking
Evaluate performance relative to peers to identify strengths and weaknesses.
Pricing and Margin Analysis
Evaluate product or service profitability to optimize pricing and improve margins.
Growth Strategy
Budgeting
Plan financial resources strategically to achieve business objectives.
Forecasting
Predict future financial outcomes to support decision-making.
Financial Modeling
Simulate potential scenarios to guide growth decisions.
Cash Flow Management
Optimize inflows and outflows to ensure sustainable operations.
CFO LEadership
Strategic Analysis
Provide insights and recommendations that drive long-term business strategy.
Internal Controls and compliance
Implement policies to protect assets and adhere to regulations.
Financial Storytelling
Translate numbers into actionable insights that guide leadership and stakeholders.
Monthly touchpoints
Regularly engage with leadership to review performance, align priorities, and drive decisions.
business goal alignment
Ensure financial strategies and decisions directly support overall business objectives.
