CFO Advisory Services offers an ideal, cost-effective solution for a small or medium-sized company needing the services of a CFO or a Controller:
ServicesCFO Advisory Services
Most of our clients have the fundamentals of accounting down, but lack real financial insight into their business, how it is financially performing – real time, and what their financial outlook is. Nothing can hamper growth in your journey to your business’s True-North more than lack of this insight. This is where a CFO Advisor is so critical.
A CFO Advisor brings a holistic view to the business, understanding the nuances of finance and financial performance, but also integrating the entire company into the business model.
Compass Point’s CFO Advisory Services is the hands-on outsourcing solution for start-up and mid-size companies requiring expertise in planning, growth, risk management, pricing analysis, cash flow management, and bank relationships.
Our team of seasoned professionals has diverse experience in corporate finance, operations management, strategic planning, funding, financial reporting and human resources. We play a partner role with our clients delivering commitment while providing flexibility in cost.
With our CFO Advisory Services, you have access to the insight and experience of a knowledgeable financial professional ready to assist you with:
In too many cases, business financials are so confusing that no one can understand them or analyze them. And it’s not uncommon that the tax returns don’t match up with the Profit and Loss Statements. These can become major problems when the business owner tries to obtain financing or sell their company. It is absolutely critical that a business has a set of financial statements and annual tax returns that are easy to understand and make sense to anyone who has to review them. This is a key driver of business value.
If your business has grown beyond the basic data entry of accounting, and now requires a higher level of financial oversight, analysis, and capital, our CFO Advisory Services are for you.