CFO Services

Our CFO Services division, working closely with our tax department, offers a full range of tax and accounting advisory services to help emerging organizations meet their goals and achieve maximum effectiveness and efficiency.

CFO Services

Profit Wise Accounting has long been a supporter of emerging businesses, and entrepreneurs; in fact, our firm was founded with an entrepreneurial drive and a hope for a dream to be fulfilled. We know firsthand the challenges and opportunities that today’s emerging businesses face. Profit Wise Accounting has a strong desire to see organizations succeed. To assist in those efforts, we have specifically created this division to serve our emerging businesses and entrepreneurial clients.

With all of our services, the goal of our CFO Services division is to help your organization get structured financially and strategically. Having the proper financial structure in place helps you grow your business or organization at a more rapid pace by increasing your visibility and allowing you to take advantage of your successes and address your weaknesses in a timely manner. Furthermore, as your business or organization grows, we have the expertise you need to meet your projected needs.

Here are just a sample of the services that virtual and outsourced CFOs can provide:

  • Financial Analysis and Operational Results Analysis – Finding trends and ways to operate more efficiently and tracking key performance indicators to assist in future decision-making.
  • Improve Profitability – Assess operations for process inefficiencies such as excess labor, materials, or misallocation of resources that may cost your company money.
  • Strategic Planning – Identify and quantify the essential factors affecting your future growth and success.
  • Forecasting and Budgeting – Create a new forecast or budget process or improve your existing one; a virtual CFO can help you formulate accurate and reliable plans.
  • Cash Flow Projections – Always know your cash position in the future to keep your lenders and vendors happy and prepare for expansions, downturns, significant repairs, or fixed asset acquisitions.
  • Organizational Structure – Create the optimal organizational structure so your business or a specific department operates like a well-oiled machine.
  • Manage expenses
& scale effectively – Need to stretch your cash? We’ve got your back. We’ll help you run a tight financial ship by implementing cash management strategies and providing a clear, insightful view of your spending to maximize your efficiency.

Connecting strategy to vision through to execution

At Profit Wise we take the time to study all aspects of the finance function by analyzing the efficiency and interoperability of the finance operating model. The components of the target operating model focus on six key areas:

We evaluate the effectiveness of the finance operating model by analyzing these six categories, allowing us to assess and define any maturity gaps and establish discrete investments necessary to optimize the value of finance as a partner to the business.

Want More Information?

Contact us to get customized CFO solutions designed to optimize your business finances & propel your growth.