C-Suite Approach

How we help you achieve your goals
Our 5 Steps
Learn more about our innovative approach

Our On-Demand Fractional CFOs work onsite with our clients and provide your business with the forward-looking financial analysis necessary to maximize profitability and the value of your company.

CFOs operate as a strategic partner to the business owner, developing a financial vision to support the goals of the business along with metrics which enable business owners to achieve their objectives and make better decisions.

Our 5 Step Process

Our 5 step method helps define, develop, and achieve your goals.

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    Goal Development and Roadmap

    We start with reviewing and understanding your business, including:

    • Industry
    • Business drivers
    • Business goals
    • Business concerns
    • Immediate needs & priorities

    We use this information to develop a roadmap to ensure the information collected and created by the C-Suite finance and accounting team supports your goals and enables you to achieve results.

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    Information and Process Validation

    We then roll up our sleeves and do a thorough evaluationof your information and processes to:

    • Understand existing team’s capabilities and skillsets
    • Review existing information and structure
    • Perform data clean up when necessary
    • Validate processes and implement new processes where necessary
    • Refine how C-Suite integrates and augments with existing team

    This ensures your business has the foundation for timely and accurate reporting.

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    Day-to Day Accounting

    With good people, processes, and technology, we support all levels of ongoing day-to-day accounting functions, including;

    • Invoicing, collections, and AR management
    • Bill entry, processing, and AP management
    • Bank/credit card date entry and reconciliations
    • Inventory process development and setup
    • Payroll processing
    • Operational processes and workflow documentation
    • Monthly close process
    • Staff mentoring and supervision of work

    Basically, we help pay the bills, collect revenue, and ensure accurate information.

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    Financial Reporting

    To enable you to make sound decisions, we provide timely and accurate financial statements that may include:

    • Profit and loss statement, balance sheet, and cash flow statement
    • Monthly management report
    • Aging report
    • Bank covenant requirements
    • Board meeting support

    This gives you the information to better understand your business and identify issues in a timely manner.

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    Financial Analysis and Support

    This section is where you can talk about how your business works. Each step should be distinct, clear, simple and concise. When writing, remember to keep your user in mind and to tailor your content so it is easy for your audience to understand.

Finance Planning
Learn more about our innovative approach

We help our clients realize their most important goals. With years of experience and unmatched credentials, C-Suite Support Financing Leadership is uniquely equipped to make a significant and lasting impact on clients’ lives.

We know our clients’ needs are always changing, so continually seek new and improved ways to serve them.

Additional information about C-Suite Support Approach
We'd love to tell you more

Are you a progressive, forward-thinking company that understands the real value of Strategic Financial and Operational Leadership, who would benefit from having a proven, principle-based CFO to help you achieve your goals?


Get in touch with C-Suite Support Financing Leadership

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