Strategic CFO Advisory

Strategic Evaluation

Before taking on that exciting big project, we want to help you set a strong foundation. We start off with a thorough evaluation and analysis of your finances, systems, and workflows. We work closely with you and your team, taking a deep look into your numbers and all aspects of your business operations. At the end, you’ll have a clear vision of your current position, qualitatively and quantitatively, and a complete road map to take your business to the next level.

12-18 Months Growth Plan
Focus on Business Readiness, Audit Readiness or IPO Readiness

In most cases, it takes 12-18 months to implement significant change inside an organization—to change the way we work and change the way we think. The goal of this process is to implement best-in-class processes and procedures, helping you operate like an established, public company.

The transformation is progressive and gradual, with personal coaching for the executive team while implementing these changes. But no two companies are alike. The exact implementation will be unique to your company, depending at least in part on your organization’s size and complexity.

Based on the results of your strategic evaluation, the first 3 months might, for example, focus on setting your vision and goals, building systems and procedures, and structuring your month-end and annual close processes. Each month includes a different primary goal with multiple components. When working on accounting procedures, we might build different types of reports, restructure your charts of accounts, and set up an automated audit trail with appropriate internal controls. In another month, we might focus on your team and your future strategic growth plans and goals.

One thing is certain: the process will never be dull. At The Entrepreneur CFO, we specialize in transformational opportunities. It’s going to be a journey of excitement punctuated by challenge—but in the end, you’ll meet all of your measurable goals and milestones and be ready to take on the world.