Your Peace of MindIs Our Measure of Success
What Does CFO Business Partner Do For You?
The CFO Gap
Many entrepreneurial companies experience a gap in financial leadership. The problem with managing growth for most organizations is that it is not a seamless, smooth process, but rather a wrenching, chaotic one. Growth requires substantial and dramatic changes in the skill sets of personnel, in systems, and in processes. Ideally, companies should ramp up little by little as growth occurs. Unfortunately, acquiring new skills, systems and processes little by little is generally not feasible.
Your CFO Business Partner will focus on the financial aspects of your business for you. This will allow you to focus on the “Non-Financial” aspects of your business development like sales, marketing, product development, and product fulfillment.
In consultation with you, your CFO Business Partner will work with you on the financial aspects of your business such as oversight of accounting functions (payroll, accounts receivable, risk management, financial reporting), improved budgeting and planning, raising capital needs, managing debt, or assistance with potential mergers, acquisitions, or exit strategies.
Since your business is unique, your CFO Business Partner brings a unique solution to your business. Our initial complimentary financial analysis of your business, based on interviews with the owner and key staff, a review of your historical financial statements, and an understanding of your goals for the future, will provide us with enough information to set up the engagement with a fixed monthly fee.
It is CFO Business Partner’s promise that the solution will not only be affordable but will provide more value to you then what you are paying for. Each month your CFO Business Partner will solicit feedback from you to make sure expectations are being met and a greater value is being delivered. Your CFO Business Partner will be available via phone, text or email throughout the month to answer your questions and provide the information you need to make strategic financial decisions about your company.
It is CFO Business Partner’s goal to become a long-term trusted advisor to your business. As your business grows, the nature of the type of assistance changes as well. As your long-term trusted advisor, CFO Business Partner understands your business and the changing needs. We can respond quickly to these changing needs and provide solutions when your company needs it the most. We bring you peace of mind.
Let Us Focus On The Details So You Can Focus On The Big Picture
How do I know if CFO Business Partner is right for me?
The first step is to have a no-pressure introductory meeting with a CFO Business Partner advisor. They will ask you about your business and the various day to day challenges you face as an owner. If you both agree that a potential match exists, then your advisor will move forward with a complimentary, yet comprehensive, financial analysis of your business. This analysis will include recommendations on how CFO Business Partner might assist you in achieving your financial goals.
CFO Business Partner is a lifeline for our business! Our values are a direct match and as we navigate business relationships and complex decisions together, this is an essential benefit that’s not a given when hiring financial help.
From a service standpoint, there’s really no separation between our CFO Business Partner and the rest of our company. There is trust, honesty, and accuracy. For example, in a recent negotiation with one of our suppliers, we were convinced that our math was correct but our supplier was unwilling to check that perhaps their math might not be.
Rather than feeling compelled to prove the point and possibly sustaining damage to the relationship, our CFO Business Partner was clear, methodical, and patient. When the right time came to make the case, we were able to prove the point with grace. The outcome was positive and no harm done. That’s the way it’s supposed to be and time and time again we benefit from this expertise.
CFO Business Partner has been our accounting firm for five years. They are the consummate professional CFO, possessing every attribute that has been critical to our rapidly expanding business.
Their integrity, and commitment to the stewardship of our resources, has been a hallmark of CFO Business Partner. They are authentic in their DNA and genuinely concerned for the client’s financial health and well-being.
In CFO Business Partner, we have worked with a team of professionals whose commitment to excellence is beyond reproach, being a steady hand of experience and confidence.
Trustworthy, diligent, and yet relational all describe the qualities that have made CFO Business Partner so valuable to our organization. Founder Art Zylstra is the picture of integrity. And his company is a reflection of all the personal qualities he possesses.
Balancing Service Corp has been working with CFO Business Partner for 7 years. Our advisor has led us through the highest highs and the lowest lows. Never deviating from an honest relationship to help us move forward. The support they provide is true Stewardship. For our business, as our CFO, they have maintained continual reporting and relationships with our banks and loan holders. Our advisor is a true member of the team.