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
