Client Advisory Services (CAS)
Growing businesses often reach a point where they need professional financial advice but can’t afford a full-time CFO or controller.
If you’re fortunate enough to be in this position, we have the perfect solution. Our CAS services provide you with a professional financial manager who works with you to guide your business to success.
What You Get with Our CAS Services
- More time to focus on new services, new customers, and other core business issues.
- Better understanding of your business’s financial side, reducing surprises and giving you more control.
- Improved decision-making through clear insights into your company’s financial position.
- A reliable sounding board for tough business decisions and strategic planning.
- Peace of mind knowing that a professional is overseeing and improving your financial operations.
- Stronger financial controls to minimize employee theft and maximize profits.
- Training and managing your accounting staff.
- Enhanced quality and timeliness of financial information.
- Budget preparation and monitoring.
- Profitability analysis by service or product line.
- Tax-saving strategies.
- Trend analysis.
- Long-range planning and goal setting.
- Cash management expertise.
- Liaison with bankers, attorneys, vendors, and insurance agents.
- Assistance in obtaining financing from banks, including negotiation support.
- Review and negotiation of insurance policies.
- Development of accounting procedure manuals.
- Analysis of equipment purchases, expansions, and investments.
- Mergers and acquisitions assistance.
- Custom-designed collection policies and procedures.
With our Client Advisory Services, you gain expert financial guidance without the cost of a full-time executive.
Contact us today to discuss how we can help your business grow and succeed.