All the CFO expertise without the full-time price tag
Reporting and Financial Analysis: I guide directors to make informed decisions by gaining a thorough understanding of your financials, assessing your revenues, expenses, and your cash flow against your budget.
Budgeting: Do you need help with developing your annual budget? I manage your budget process from the project level all the way up to presentation of the annual budget package to your board.
Forecasting: Utilizing historical data and anticipated changes, I develop forecasts to help identify future trends that may impact your decision making. When reviewed with actual results and your budget, financial analysis enhances your company's ability to be nimble, adaptive to change, and foster growth.
Audit Readiness: Be prepared for your annual financial statement audit, your 401k plan audit, unemployment, or insurance audits. I gather and organize the necessary reports and backup requested so your auditors can be in and out before you know it.
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