CFO Consulting Services for Businesses-here are some of the services we provide:
Financial Operations Planning-is an important part of the financial operations life-cycle. This plan/projection should also include realistic assumptions about your tax situation for the year. Based on these business, financial and tax assumptions, we will produce a plan for one or more years. At the end of a quarter and year, we can then compare our plan with the actual results and see if our assumtions were correct. If not, we will refine the assumptions to make a more accurate projection for the following year.
Review & Analysis Of Financial Statements-we will analyze your Balance Sheet and Profit and Loss Statement to see what the metrics say internally and in comparison with others in your indutry.
Finance-we will see if your business needs to find alternative sources of financing
Financial Systems-we will make sure you have the right systems in place for your size business and your industry
Coordination & Coordination With Financial Auditors-during this process we need to help you to stay within the budget for a set a audited financial statements. It is therefore necessary that much of the leg work be done before-hand. This requires that we communicate with the auditors before they come out to do their work so the necessary information is ready for them.
CFO Consulting Services for Business Owners & Their families-here are some of the services we provide:
Our goal during this phase of Financial Sustainability is to assist the owner, executive or employee to understand, through a review of their compensation, bonus arrangements, deferred compensation, pension plans and other retirement benefits, what cash flow is available from the compensation plans that currently exist. This will allow the owner/executive to be in a position to take advantage of the compensation arrangements of the business.
As your family grows and matures, your needs change. Even though every family is somewhat unique, their are common goals which need to be tackled when it comes to financial sustainability services for families. Our goal is to help your family to achieve those goals. We approach each family with an awareness of the special family dynamics which exist. As a holder of a Masters Degree in Conflict Management, a Certified Mediator (L.A. County Bar Association) and the founder of the Mediation Committee for the California Society of CPA's in Los Angeles, we are well aware of the conflicts which can exist in families. We therefore take this awareness into each family financial planning engagement.
Specifically, here are some of the services we can provide to your family: