Financial Consulting Services

Elevate Your Financial Strategies with Professional CFO Consulting and Coaching

Cash flow management

• Fine tune the operational aspects of your business that affect the speed of collecting cash
• Focus on the speed of your cash conversion cycle
• Speed up the collection of accounts receivable
• Optimize inventory levels
• Defer appropriate supplier payments

CFO consulting and financial consulting services and management

• Optimizing the staffing and effectiveness of the accounting department/function
• Managing risk
• Managing foreign exchange exposure
• Enhance banking facilities and relationships
• The role of a Controller or Chief Financial Officer (CFO)
• Upgrades in procedures and internal controls
• Cash flow management (see above)
• Educating the executive team on the financial implications of reports, decisions, etc., where there is limited financial literacy

Controller coach

• Coach the Controller (or similar role) to enhance their performance
  • Many people who head up the finance function need guidance in how to effectively perform the portion of the role that they are weak in;
  • If the CEO does not have the experience in managing a finance function, she/he is often not able to guide the Controller to effectively perform their role
• Accounting consulting – how to use the accounting/ERP system to provide the information necessary to manage the business
• Change the Controller and his/her function from an overhead to a contributing member of the management team
• Coaching in how to manage the staff in the Accounting function – enhanced staff management
• Build the Controller’s skills in all the areas required for a contributing finance function

Financial coaching of CEO’s and executive management

• Many CEO’s (owners, Presidents & other senior management) do not have the financial experience or education to know how to manage the finance function – we assist and educate the management team to develop their financial literacy
• By participating in the management team meetings we guide the team in understanding financial reports and knowing what to expect from the Finance department
• We ensure that the CEO knows what to ask for and expect from the head of the Finance function
• The CEO often needs guidance in:
  • Understanding financial statements and reports
  • Banking relationships & facilities
  • Managing the Finance Department
  • Implementing improvements in the Accounting/Finance area
  • Appropriate staffing of the Finance area
  • Implementing budgeting and effective use of budgets as a management tool
  • Cash flow management
  • Foreign currency exposure
  • Raising financing
  • Acquiring a business

Budgeting, forecasts and business plans

• Implementing budgeting
• Cash flow forecasts
• Preparing a business plan that takes into account the strategic priorities of the business