CFO STRATEGIES

Financial Reporting Services

We Take Care of Your Financial Health While You Take Care of Your Business.

 

Management of many growing companies do not have a clear picture of the financial health of their business and lacks the timely information needed to adjust their plans and actions to changing economic or industry conditions. Many of these businesses do not have the budget for a seasoned financial officer or a strong back-office staff. The financial functions are often performed by the owner/entrepreneur who started the business, who has the business know-how but not the skills of a financial professional. Many businesses with great products, services, or entrepreneurial ideas have failed for lack of strong financial oversight.

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CFO Strategies’ mission is to provide the financial oversight in an affordable way so that our clients’ business is protected, management can monitor business performance, and management can anticipate and adjust to a changing business climate.

CFO Strategies performs the chief financial officer function and those back-office functions associated with the accounting and reporting of daily transactions and monthly and quarterly results. Through a strategic partnership with the management team, we help the company set, meet and exceed goals and objectives. CFO Strategies will develop and provide standard financial reporting packages for management that at a minimum will include:

 

What We Do

CFO Strategies provides you with chief financial officer services, controller-level accounting / reporting services and bookkeeping. These services are specifically tailored to meet your specific circumstances and needs in an affordable way.

Timely and accurate financial statements,

Analyses of financial results against business plans,

Analyses of general and administrative expenses and opportunities to cut costs and streamline operations,

Earnings forecast that enable management to plan and adjust strategies and that anticipate compliance with bank debt covenants and minimum ratios that must be maintained, and

Analyses of aged accounts receivable and payables and integration into the cash flow forecasts described above.

What People Are Saying About Us Online

“It has been a pleasure working with you. You are a great asset to any organization and helped us get through a monumental transition.”

Daniel Mladenovic

President, Dobco, Inc.

“Alan is one of the best construction CFO’s I have ever worked with. Please consider this my highest recommendation. Your client could not do better.”

Gary Giuletti

President, Lockton Companies

Members of the American Institute of Certified Public Accountants (AICPA)Members of the Financial Executives Networking Group (FENG) Certified Management Accountants (CMA) - NJ Members of the Construction Financial Management Association (CFMA) Quickbooks Certified Pro Advisor Members of the NJ and NY Society of CPAs  Middlesex County Regional Chamber of Commerce - NJ

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GET A BUSINESS REVIEW

Don't be a Statistic

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