Financial Consulting Services

Financial consulting is divided into following services:

  • Outsourced CFO/Controller Services
  • Business Plans for Loans and Line of Credits

Outsourced CFO/Controller Services

Benefits of Outsourced Controller Services

Strategic Benefits: Access to a larger pool of Professionals, Market Expertise, Timely Month-End Closing, Financial Statements Accuracy, Improved Financial Reporting, Dashboards, Audit Preparation, Easy to understand Financial Presentations, Variance Analysis, Unbiased Opinion/Advice, Budgeting, Short and Long-term Forecasting, GAAP Accounting, Confidentiality, Improved Productivity, and more.

Cost Benefits: 35-50% less cost than an In-House Controller, No Health Insurance Expense, No Vacation, Sick Leave Expense, No Office Space Required, No Payroll Taxes, No Workers' Comp Insurance, and more.

Our Outsourced Controller services typically include:

  • Budget Preparation and Analysis
  • Historical Financial Analysis
  • Financial Strategy and Modeling (forecasts/projections)
  • Real-time Cash Flow Analysis
  • Strategic Planning (financial and organizational)
  • Financial Statements Interpretation
  • Cost-Benefit Analysis
  • Capital Structure
  • Interim CFO/Controller
  • Key Performance Indicators (KPI) Analysis
  • Trends Analysis

Business Plans for Loans and Line of Credits

A written document describing the nature of the business, the sales and marketing strategy, and the financial background, and containing a projected profit and loss statement.

Business Plans for Loans and Line of Credits:

  • Profit and Loss Projections (1-5 years)
  • Financial History and Ratios Analysis
  • Revenue and Expenses Projections
  • Break-even Analysis
  • Cash Flow Projections (1-3 years)
  • Startup Expenses
  • Income and Balance Sheet Projections
  • Capital Assets and Depreciation Schedule
  • Loan Amortization Schedule
  • Market Census Data
  • Executive Summary Report
  • Presentation Package to Banks

Call us at (855) 248-2800 or drop us an email on for more details.