Consulting

Are your books a mess and you're not sure how to fix the problem?

Do you need help, aren't sure what to do, and don't want to rock the boat with your bookkeeper or accountant?

Do you need specific help with budgeting, planning, training, making sense of financial reports, or getting financial systems to talk to each other?

When it comes to small business financial operations, we've done just about everything there is to do.

Building finance departments from the ground up, training non-financial people on the basics of finance, developing custom financial reports, troubleshooting and fixing problems ... these (and more!) are all in our wheelhouse.

Chances are there's a solution, but you won't know until we talk, so book a complimentary call so you can describe the challenge at hand and we can brainstorm solutions for you.

And if we think we can implement the solution for you, we're happy to quote you a scope of services and budget.

But it starts by connecting, so reserve a call today by clicking on the "book a call" button below.

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Types of Consulting

This hands-on service is comprehensive and covers the following areas of financial management:

Profitability Analysis

SBCFO will review your financials and look for averages and trends so that you can update your strategy.

Cash Flow Management

SBCFO's customized cash flow projection templates will provide you with the right tool to project cash balances.

Decision Making

Review financials to see what current trends are, forecast the impact of changing parameters.

Financial Modeling and Forecasting

If you're looking for funding and need to provide financial forecasts, SBCFO will develop a custom financial forecast.

Financial Systems

SBCFO will review your financial reporting requirements and analyze your financial workflow to achieve optimal results.

Other Services

Training, recruiting, second opinions, tax notice review.

Trying to get perspective? Have a specific problem?

Chances are there are affordable answers and solutions! Book a free strategy call to find out.

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