CFO Services for Startups & Small business

filling the finance ga

Fractional and Interim CFO Services

Startups and SMBs that prioritize product development and customer acquisition above all else often delay filling a dedicated Finance role. We provide Fractional and Interim CFO services to fill gaps in the finance leadership of our Clients Executive Management team.

The Role of Finance

We are experienced professionals who provide financial guidance, oversight of financial operations, and contribute to strategic decision-making. We are committed to improving financial performance and ensuring our Clients financial health. We have solutions for Financial Planning & Reporting, Risk Management, Compliance with Regulations, Investor Relations, Due Diligence and Audits. We are the go to resource for issues and requirements that can't be easily solved internally.

Reducing Risk

Our extensive experience and expertise play a vital role in helping our Clients comply with GAAP (Generally Accepted Accounting Principles). By ensuring accurate financial representation, we help to minimize the client's exposure to legal and regulatory actions that may arise from providing misleading or erroneous financial information to stakeholders such as investors, lenders, insurers, directors, and regulatory agencies..

We pick up where the bookkeeping leaves off

Some of our Clients depend upon bookkeeping to meet their Accounting requirements. Bookkeeping is a crucial component of an organization's financial management processes and provides the foundation of accurate financial records. We assess those results to determine the accuracy and reliability of the financial information and generate meaningful insights and reports that support decision-making and compliance with regulatory requirements.

Report automation

Financial Statements tell the story of your business

Our financial presentations allow business leaders to manage Operations with agility and effectively convey the desired message to stakeholders, investors, lenders, and potential suitors. We understand the importance of storytelling in financial communications. We craft narratives around financial information, highlight achievements, growth potential, and value proposition.

Automated Financial Reporting

Financial Statements tell the story of your business

bp-Reports is comprehensive, timely and relevant. One set of reports to use for analysis and presenting results. And our report updates at the push of a button. All Accountants not using bp-Reports are likely relying on two sets of numbers to perform their jobs - Templates for summarizing and Presenting Results and reports from the accounting software to review and analyze them

Real time Analytics

Feedback Fosters Collaboration

Our real-time Planning and Reporting solutions provide our Clients with timely, relevant and comprehensive data to support operational decisions for achieving Strategic objectives because analyzing results is a more productive than spending money to manage data to refresh reports and update the forecast.

Feedback Fosters Collaboration

Our professional Financial Statements designs describe how Operations does or doesn't align with Strategic Goals. Since Accounting Software Reports present General Ledger Accounts as they appear in the Chart of Accounts they rarely represent Organization performance. Our reporting strategy is to arrange GL accounts to sync with function activities, prioritize high vs. low value activities and separate fixed and variable (controllable) spending.

Budgeting & forecasting

Real-time Forecasting

Accounting numbers change continuously which means that all forecasting is dated before ANY refresh can complete. bot-Planner is proprietary software powered by robotic-process-automation that updates for actual results in real-time providing immediate feedback to use for saving time, money and work

Updates & Analysis

Real-time Forecasting

bot-Planner pulls in high level data from any Accounting Software to execute accounting routines that saves Finance & Accounting from having to manually create data to use when updating the Forecast

Sales Analytics for SaaS

Cash Receipts & Disbursements

bot-Planner Sales to Deferred, data that's not searchable in any Accounting table, is instantly available as part of an automated Revenue Recognition algorithm that provides actionable intelligence for real-time sales forecasting

Cash Receipts & Disbursements

The 'Direct Method Cash Flow' predicts Cash by automatically calculating cash receipts (A/R decrease) and Cash Disbursements to arrive at Ending Cash Actual & Forecast

cost-effective, flexible and efficient financial leadership and support

filling the finance ga

Fractional and Interim CFO Services

The Role of Finance

Reducing Risk

We pick up where the bookkeeping leaves off

Report automation

Financial Statements tell the story of your business

Financial Statements tell the story of your business

Financial Statements tell the story of your business

Automated Financial Reporting

Financial Statements tell the story of your business

Financial Statements tell the story of your business

Real time Analytics

Feedback Fosters Collaboration

Feedback Fosters Collaboration

Feedback Fosters Collaboration

Feedback Fosters Collaboration

Feedback Fosters Collaboration

Budgeting & forecasting

Real-time Forecasting

Real-time Forecasting

Real-time Forecasting

Updates & Analysis

Real-time Forecasting

Real-time Forecasting

Sales Analytics for SaaS

Cash Receipts & Disbursements

Cash Receipts & Disbursements

Cash Receipts & Disbursements

Cash Receipts & Disbursements

Cash Receipts & Disbursements

Uinque Insights

Cash Receipts & Disbursements

Cash Receipts & Disbursements

Cash Receipts & Disbursements

Departmentals

Cash Receipts & Disbursements

Cash Receipts & Disbursements