Many times I talk to clients and say “I was a Controller at … firm”. And they say “What?” If I say Chief Financial Officer (CFO), they may have heard of that title. I have ran accounting areas, prepared financial reports, and helped prepare strategic plans. I bring that accounting experience to your small business through part-time service. I can help you understand your numbers and plan.
Analyzing past revenue & expense trends can help increase your knowledge ...
Start with Understanding
Understanding the Past , in turn, helps you plan for the future.
I can analyze information for you and then meet with you to review and walk through the information.
Future: ' What if '
Once we have the past data, we can create a “What-if” Analysis ...
This analysis empowers you to better strategize. Let's look at hypothetical business scenarios. For example: “what-if” revenue increases, then let’s predict related costs.
And I use my experience to make it user friendly.
This brings us to the powerful tool of budgeting and forecasting ...
We first use accounting to track information and monitor your business. Then once we have historical data, we can perform “What-if” analysis.
Now we can budget and forecast — create a solid plan for your business.
Owning your own business is great, but when it is stressful & chaotic ...
I can be your sounding board to help you review your numbers as you make business decisions. I can also help prepare documents for your tax CPA and assist with gathering info and communicating with: bankers, attorneys, insurance agents vendors, etc.
Knowledge is powerful
My goal: to help you understand your numbers and decrease accounting headaches … to simplify accounting.