Business Consulting: Serving as Your Outsource Financial Officer

Wilmington, NC · Gary Swanson

$1445 flat rate

About this service

<p>To empower business owners by providing the financial guidance and tools they need to achieve their unique definitions of success. Through our carefully designed directives and proven strategies, we aim to deliver consistent, positive cash flow and sustainable business growth.</p>

What’s included

• 1. Setting financial targets for the activities which drive the financial results.
• 2. Creating and updating an annual cash flow forecast from the business's financial statements.
• 3. Determining which activities are the highest priority items impacting cash flow.
• 4. Setting short-term objections for bringing these items closer to their targets.
• 5. Guiding the owner in developing an action plan to accomplish the objective.

What’s not included

• 1. I am not a licensed financial advisor.
• 2. Accounting or tax services.
• 3. Attestation of financial reports.