Pre-Launch Financial Strategy Session

• 90 minute review call with our financial experts

• Pre-launch profitability assessment 

• Pricing strategy review

• Fixed, Variable cost analysis

• Business model recommendations

CFO STRATEGY CALL

• Two hour 1on1 call with a finance specialist to answer specific questions about your business

• Customized business case model for your business strategy.

Basic Budget & Forecast Creation

• Creation of pro-forma Balance Sheet, P&L

• Alignment of budgeting template and your actual accounting chart of accounts 

• Creation of budget vs actual template

Accounting System

Clean Up/Setup

• Assessment of key accounting processes (revenue, expense  & cash management).

• Reconciliation of opening balances

• Review and update chart of accounts 

• Streamline accounting and reporting processes

Custom Financial Modeling & Tool Creation

• Customized multi-driver forecast model that includes an Income Statement, Balance Sheet, and Profit and Loss

• Employee compensation & ROI planning tools 

• Creation of a custom cashflow forecast model