Monthly Financial Strategy & Reporting

End-to-end planning and execution support for business owners preparing for exit, acquisition, or succession, focusing on maximizing company value and legacy.

Your Outsourced CFO (YOCFO) embeds and partners with small business owners to remove the pain of financial, sales, growth and profit understanding, while providing clarity of cash flows, alignment of revenue & profit goals with measurable metrics which helps CEO/Owners achieve their growth targets for themselves and their company.

 

YOCFO does this by providing monthly support for the CEO, the financial department, and key employees by aligning and explaining the financials, improving internal processes, stressing accountability and informing and supporting their decision-making process.

 

The services that help CEO/Owners to achieve these steps include, chart of account alignment, budgeting, forecasting, financial and sales technology improvement, debt & equity market negotiation, employee contract and compensation models, sales department alignment & measuring for organic growth, along with monthly key performance metric tracking and analysis.

ALL geared to informing the forward-looking strategy necessary to maximize profitability, asset building and exit/succession planning.