Financial Planning and Analysis

Financial Planning and Analysis

Financial Planning and Analysis

Financial Planning and Analysis

ACCOUNTING AND FINANCIAL REPORTING

  • Accounting and financial reports hold significant knowledge for small businesses, acting as a fundamental guide. Financial reports offer valuable insights into a company's financial well-being, performance, and potential for expansion. By maintaining precise records, small businesses can make informed choices, monitor advancement toward objectives, secure financing, and exhibit openness to stakeholders.

  • Big Picture Results simplify and integrate the entire Accounting process - tailored for your industry and management needs. This means you - the business owner, are able to understand your numbers, real-time and bring more to the bottom line (= more profits!).

  • Many small businesses lack the essential financial clarity required to promptly make informed decisions. Big Picture Result's goal is to transform this situation! If you've been facing persistent inaccuracies in your financial statements, it's time to connect with us!

OPERATIONAL ACCOUNTING:

  • Accounting training & best practices

  • Payroll – set-up & on-going maintenance

  • Inventory management

  • Accounting Software Implementation & Migration

  • Accounts Payable and Accounts Receivable – design, documentation and clean-up

FAQS:

What is Accounting Training?
Accounting training involves educating individuals or teams on accounting principles, practices, and software to improve their financial literacy and skills.
How Does Accounting Training Benefit Businesses?
It empowers businesses to make informed financial decisions, improves accuracy in financial reporting, and enhances overall financial management.
What is Accounting Software Implementation?
It involves selecting and integrating accounting software into a business's operations to automate financial processes.
How Does Software Implementation Improve Efficiency?
Accounting software streamlines processes, reduces manual data entry, minimizes errors, and provides real-time insights into financial data.
What is Accounts Payable and Accounts Receivable Design?
Design involves structuring efficient processes for managing payables (bills) and receivables (invoices) within a business.
How Does Streamlined AP and AR Improve Financial Management?
Efficient AP and AR processes lead to better cash flow management, reduced errors, stronger vendor and customer relationships, and improved financial decision-making.

FRACTIONAL CFO SERVICES / gRowth & exit planning

  • Financial Strategy & Expense Management

  • Financial Modeling & Forecasting: Creating budgets, forecasts, and financial projections

  • Customized KPI Dashboards and review

  • Cash Flow Management: Monitoring and managing cash flow to ensure liquidity.

  • Capital Structure: Advising on equity, debt, and financing options.

  • Mergers and Acquisitions: Providing initial valuations, financial due diligence and integration strategies.

FAQS:

What is a Fractional CFO?
A Fractional CFO is a financial professional who provides part-time CFO services to companies that don't need a full-time CFO but require strategic financial expertise.
Is a Fractional CFO Different from a Traditional CFO?
Yes, a Fractional CFO is typically hired on a part-time basis, whereas a traditional CFO is a full-time employee. Fractional CFOs provide specialized expertise without the cost of a full-time executive.
What Size of Business Benefits from Fractional CFO Services?
Fractional CFO services can benefit businesses of various sizes, from startups to small and medium-sized enterprises, allowing them to access high-level financial expertise without the full-time commitment.
Can a Fractional CFO Help with Raising Capital?
Yes, a Fractional CFO can assist with fundraising strategies, financial modeling for investors, and preparing financial documentation needed for investor presentations.
How can a CFO help if you’re considering an exit?
A CFO can give you an initial valuation based on your financials, then guide you through the letter of intent (LOI) and due diligence process.

FRACTIONAL COO SERVICES

  • Getting these systems dialed allow you to maximize the impact of your Financial Accounting, yielding more profits in less time!

  • Strategic and Project Planning

  • Operational Efficiency, SOP Optimization & Reengineering

  • Technology Implementation

  • Performance Metrics

FAQS:

What is a Fractional COO?
A Fractional COO is an experienced operational executive who provides part-time or temporary leadership and strategic guidance to businesses without the need for a full-time COO.
Why Would My Business Need a Fractional COO?
Your business could need a Fractional COO to benefit from their expertise without the commitment of a full-time executive, helping with strategic planning and operational improvements.
Is Fractional COO Engagement Customizable?
Yes, engagements are tailored to your business's specific needs, allowing you to choose services that align with your goals and challenges.
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