CFO / Controller

Know Your Numbers - The Power of Accounting

Many times I talk to clients and say “I was a Controller”.  And they say “What?” If I say Chief Financial Officer (CFO), they may recognize that better. The point: I have the experience (from running accounting departments to preparing financial reports and working through strategic plans) to help. I believe helping you understand your numbers helps you make the right decisions.

Know your numbers

Understanding Revenue & Expenses is powerful, but can be daunting

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Know your numbers

Daunting? Yes, but understanding your numbers help you make better decisions.

Understanding the Past helps you plan for the future. ``Numbers don't lie`` and can actually give you direction.

I can walk through the financial statements with you.

Get helpful reports

Reports to help you have info at your fingertips, reports for taxes, and

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Get helpful reports

As you strategic plan, you may be reviewing your standard financial reports -- but it may help to receive special reports easily. I can help.

I can also help prepare documents for your tax CPA and assist with gathering info and communicating with: bankers, attorneys, insurance agents vendors, etc.

Brainstorm: 'What if'

Once we have the past data, we can create a “What-if” Analysis

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Brainstorm: 'What if'

“What if” analysis can help you strategize. For example: “what-if” you add a certain type of revenue, what do you think are the related costs.

I have spent years doing these type of excel spreadsheets and I can do the heavy lifting to make this process user friendly.

Knowledge is powerful

My goal: to help you understand your numbers so you can have
better information as you make plans to grow your business.