CFO Session: Financial Infrastructure Assessment

CFO Session: Financial Infrastructure Assessment

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The Financial Infrastructure and Growth Assessment helps improve and fine-tune your current financial infrastructure. During the FIG assessment, we review the following:

  • Finance Overview: An assessment of your current financial infrastructure (people, processes, and systems).
  • An overview of financial reporting and activities.
  • Business Performance: A business performance analysis to understand your current profitability and determine bottom-line improvement opportunities.
  • Cash Flow Analysis: An analysis of your cash flow, cost management, fiscal budget, and forecast.
  • Pricing: A review of your pricing and revenue management. 

This service includes:
  • Action plan.
  • 1 hrs of consulting services.
  • Phone and email support during normal business hours.
  • Complimentary 30-day follow-up.

This service is best for:
  • Established business in operations for at least 2 years,
  • Revenue less than $750,000 annually,
  • Must have a small team of at least 1.