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CFO Consulting |

Call Us: (704) 534-2024

E-Mail: info@bookserviceclt.com

Request a Quote

Serving as your part-time, highly-experienced CFO

We will help identify and discuss:

  • Monthly or quarterly financial operations reporting and detailed discussions of profit and loss statements by:
    • product category
    • location
    • job or contract
    • comparison to previous time periods
  • Cost of goods sold, direct expenses, sales expenses and office expenses measured as a percentage of sales on a:
    • Per job
    • Per labor hour
    • or other unique category basis
  • Sales categories and projections
  • Product costs
  • Gross profit by sales class
  • Cost relations
  • Job costing
  • Cash flow
  • Marketing ideas
  • Customer relations

In addition, BKSC CFO provides an array of financial analysis and planning services, including:

  • Monthly or Quarterly Financial and Operations reporting
  • Developing Accounts Receivable collections plans
  • Developing Business Plans – for funding and operational purposes – See more on Business Plan
  • Budgeting
  • Cash Forecasting
  • Participating at Board Meetings
  • Coordinating activities with your tax preparer
  • Bank discussions to develop lines of credit, equipment purchases, leasing and other financial transactions
  • Streamlining office management and organization, and related paper flow
  • Supply chain management processes
  • Creating job descriptions
  • Assessing capital and technology expenses,including the purchase and ongoing maintenance of computer hardware, software and network, IT, and web services
  • Assessing the financial impact of new parterships, alliances, and contractual situations
  • Design and installation of QuickBooks accounting software, as well as training of your staff
  • Introductions to other reliable, experienced business consultants, as your business grows

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