Often, owners wonder: Why do the numbers that matter always move in unpredictable ways? Why don’t my financials reflect the operation of the business? Why can’t my bookkeeper/CPA explain it to me?
The critical financial optics are necessary to run a successful business. We work with your team to get them to you.
Immediate Actions
Work with your accounting team to ensure the operational activities are clearly expressed in the financials. Accounting isn’t just about record keeping; it’s about having visibility to change or amplify specific business behaviors.
Establish a monthly close process to ensure timely and accurate financials.
Create a dashboard of key metrics (e.g., gross margin, cash balance, runway).
Implement a rolling forecast to start shifting the mindset from reactive to forward-looking.
Result
Powerful Optics
Real-time financial insight
You’ll have timely, accurate financial statements and dashboards that show how the business is performing in simple terms (no more flying blind each month).Key metrics at your fingertips
The CFO helps establish relevant KPIs (e.g., cash burn, profit margins, revenue growth, etc.) and reporting routines, so you can monitor the company’s health at a glance and catch issues early.Forward-looking forecasts
Budgeting and financial modeling become part of the process, allowing you to see the road ahead. You can evaluate “what-if” scenarios and make decisions based on expected outcomes, not just historical data.Transparency for stakeholders
With clearer reports and forecasts, investors, lenders, and partners gain confidence in your business. You, as the owner, also gain a deeper understanding of your finances, leading to more confident and fact-based decisions.