We work with privately-held businesses which have achieved a measure of sales success and wish to move to the next level, transforming their company into an enterprise of premium value.
Managing your financing and accounting functions with C-Suite partner based on your firms needs. A lot of firms don’t have the need for a full-time Chief Financial Officer (CFO). Many firms struggle and become frustrated with building their accounting infrastructure let alone managing them. Your CFO should be an important member of your leadership team, oversee day-to-day accounting/finance functions, and collaborate with the operational managers.
However, firms either 1) don’t always create a profile for filling this important role and don’t address their current needs; 2) hire a CFO to handle all accounting/finance activities at a greater cost; 3) do nothing.
Engaging with our fractional CFO services here in Charlotte allows companies to address their current accounting/finances needs with an additional expertise to collaborate with the leadership team for the short-term, long-term, or until the ideal CFO candidate is identified.
Every company says they have a strategy. But, what are they calling strategy? Is it their Mission Statement, their Vision, their Core Competencies? While these concepts will identify the desired destination, baggage, and vehicle for this journey, it is NOT a map of how to get there.
As the leadership team, have you communicated your strategy to your company’s managers and employees? After your yearly strategic planning session, do you talk about the strategy before the next yearly session? In fact, is your entire leadership team in agreement with the results of the strategic planning session.
Using a resourced based analysis approach, we help leadership teams develop a complex and detailed strategy that can be communicated, implemented and executed to everyone in the company within one page. Our clients and their entire organization will have clearly defined strategy and every employee, actions, and decision can be plotted on this Strategy Map.
Improve management performance. In order for a company to achieve strategic alignment, the operations of the firm must be assessed and managed. Positive metrics in certain areas of the company don’t always equate to success. Identifying a company’s competitive advantages and achieving economic benefits for the short and long term require continuous development and management.
A lot of the clients we work with know something needs improvement or that changes need to be implemented. Most firms either make drastic changes that are out of line with the overall strategy, creating other issues along the way, or they do nothing.
By providing an Operational Assessment for our clients, we complete a diagnosis of the company to identify what properly functioning, what could be improved, and areas/functions that are creating material weaknesses in the organization. No different than your personal health, your company should get periodic “physicals” and, prior to any major “surgery”, a proper diagnosis should be performed.
We offer Accounting & Strategy seminars, presentations, and continuing education programs across the country. Our programs can be specifically developed for your company/industry; or you can choose from one of our developed programs in:
- Finance Basics for Non-Finance Managers
- Managerial Accounting for Non-Accounting Managers
- Budgeting; Assessment and Execution
- Strategy Development and Facilitation
- Strategic Mapping
- Resource Based-Analysis