Outsourced CFO Services
Evans Sternau CPA offers outsourced CFO services to provide our clients the information they need to make informed business decisions.
Why hire an Outsourced CFO?
Outsourced CFO services, including cash flow projections and annual budgets, provide businesses with expert financial guidance and strategic planning without the need for a full-time, in-house CFO. This cost-effective solution allows companies to access the specialized knowledge and skills of experienced financial professionals on an as-needed basis.
Outsourced CFO Service Packages
Outsourced CFO
On Call Business & Tax Consultations
Scheduled Meetings
Standard Business Performance Dashboard
Customized Financial Performance Dashboard
Annual Budget & Performance Monitoring
Cash Flow & Profitability Forecasting
Essential
- On-Call Business & Tax Consultations
- Standard Business Performance Dashboard
Premium
- On-Call Business & Tax Consultations
- Standard Business Performance Dashboard
- Annual Budget & Performance Monitoring
- Cash Flow & Profitability Forecasting
Annual
Concierge
- On-Call Business & Tax Consultations
- Customized Business Performance Dashboard
- Annual Budget & Performance Monitoring
- Cash Flow & Profitability Forecasting
Quartlery
Cash Flow & Profitability Forecasting
Cash flow projections play a vital role in financial planning by forecasting the inflows and outflows of cash over a specific period. These projections help businesses anticipate:
- Future cash positions
- Identify potential gaps
- Make informed decisions to ensure sufficient liquidity
An outsourced CFO can leverage their expertise to develop accurate and detailed cash flow projections tailored to the unique needs of the business.
Annual Budget Creation & Performance Monitoring
Annual budgets are crucial for effective financial management and goal setting. An outsourced CFO collaborates with the company’s management team to create comprehensive budgets that align with the organization’s strategic objectives. These budgets provide a roadmap for:
- Allocating resources
- Tracking performance
- Making informed financial decisions throughout the year
Business Performance Dashboards
Monitor your business’ financial performance in one of two ways:
- Utilize Evans Sternau CPA’s standardized dashboard, which includes many of the commonly used performance metrics such as profitability, cash flow, accounts receivable monitoring.
- Let us build your customized dashboard, integrating all of your financial and operational data into a report tailored to your business. In addition to our standard metrics, the custom dashboard can provide key insights into customer, business unit and employee performance.
In Need of Outsourced CFO Services?
The fastest way to get started with Evans Sternau CPA is filling out our questionnaire. Have questions? Not a problem – feel free to give us a call.
