Every business finds themselves on a path of business growth. Rollover the stages below and discover how AcuityCFO can help you every step of the way.
Business Characteristics
- Management by Founders
- First Product/Service Launch
- Owner, Angel, Friends & Family financing
- No Financial Reporting
Financial Needs
- Financial Plan
- Capital Needs Assessment
- Setup Accounting System
- Key Financial Statements
Business Characteristics
- Expanding Management Team
- Expanding Customer Base
- Emphasis on Sales vs. Profits
- Need External Capital
Financial Needs
- Leadership in Fundraising
- Cashflow Forecasting
- Scalable Financial Processes
- Financial Reporting & Analysis
Business Characteristics
- Product/Service Expansion
- Increases in Overhead and Staff
- Formal vs. Informal
- Constrained Internal Systems
Financial Needs
- Margin Analysis by Product/Service
- Mergers & Acquisitions Leadership
- Consistent Processes and Controls
- Incentive Compensation
Business Characteristics
- Less Entrepreneur Involvement
- New Products, Markets, Channels
- Defending Market Position
- Financing from Capital Markets
Financial Needs
- Reporting by Division & Product
- Ongoing Management of Credit / Financing Terms
- Expense Control and Risk Mitigation
- Business Exit Planning
At AcuityCFO, we believe every business resides somewhere along the path of the entrepreneurial journey, whether as a true start-up or as an existing business. We’ve defined this in The Path, our way of determining where you are on that journey and how we can engage with your business to help you reach the next stage of success.
The Start-up
You are validating your business. Between asking questions like ‘will this work’, ‘how can I manage growth’ and ‘when will I see profit’, you are tasked with building financial models and setting up the books.
Services:
- Financial Plan validating business model
- Fundraising/financing strategy
- Financial Statement preparation
- Account reconciliations
- Accounts Receivable
- Accounts Payable
- Daily/weekly transaction processing
- Cash Management
- Payroll processing
The Emerging Company
Your customer base is expanding, and so is your staff. Revenues and costs are growing, creating a need for steady cash flow management.
Services:
- Debt/Equity financing
- Financial modeling & scenario planning
- Budgets & forecasts
- Dashboard & KPI reporting
- Development of internal controls
- Management/BOD Reporting
- Bank/third-party reporting
- Legal liaison
- Audit management
- Contract review
- Timely monthly close
- Financial Analysis
The Growth Phase
You have a solid, strong balance sheet and are focused on expansion. Challenges now center on making sure internal systems are adequate to handle the progress you’ve established.
Services:
- Capital Planning
- Mergers & Acquisition Support
- Accounting/ERP implementations
- Operational Audit
- Performance Analysis & Benchmarking
- Financial due diligence
- Compensation planning
- Mentor/train key personnel
- Insurance & risk management
The Established Company
You are a well-oiled machine with sizeable revenues, management, customer base and productivity. Efficiency, scalability and risk mitigation are the focus. The company is established geographically, and you are focused on expansion, control and compensation.
Services:
- Financial Process Improvement
- Post-merger Integration
- Performance Management
- Analyze & justify use of GAAP
- Review & documentation of policies/procedures
- Financial analysis
- Vendor audits
- Revenue accounting
- Account reconciliations
Wherever your business is on The PATH, AcuityCFO provides access to a high level CFO, and experienced financial and accounting team members. Flexible, strategic, trusted and dependable, we see our clients as partners and friends, not projects. We meet you where you are on The PATH and guide you forward as you build a solid foundation for growth.