Fractional CFO Services

Are the decisions you are making today creating a stronger business for the future?

Though this may not always be “top of mind” during your busy workday, as a successful business owner, we know you often ask yourselves this very question.

Our goal at CPN & Associates is to give you the financial insight, analytical tools, advice and strategic guidance to feel confident in your business decisions so that you can regularly answer, “Yes!” to this question.

“Yes!”

OUR FRACTIONAL CFO SERVICES SPAN THE FOLLOWING:

Business Assessment

A structured evaluation of your operations, performance and strategies, used to identify gaps, strengths and pain points. We evaluate financial performance, employee efficiency, cash flow, risks and successes, to determine if your business is fulfilling your company and personal goals.

We use data-driven analysis to replace guesswork and intuition with facts, we spot inefficiencies that may be overshadowing your profit goals, and we review one of your most important assets – your employees.

Financial Analysis

We conduct all sorts of financial analysis, using your own data. Some examples are:

• KPI (Key Performance Indicators) Analysis
• Trend Analysis – For both revenue and profit growth
• Pricing Analysis – Are you pricing correctly for your industry/competition?
• Efficiency & Productivity – Are you using your employees efficiently & profitably?
• Balance Sheet Analysis – how well capitalized is your business? Is your reinvestment rate sufficient for the growth you envision?

Strategic Planning

We use the results of our financial analysis to review each business’ current state. Based on results of the analytics, we answer the questions:

“Where are we now”?
“Where do we need to be”?
“How will we get there”?

This develops the basis for our growth strategy discussions and implementation.

Implementation & Execution

We utilize the information we have developed through the previous 3 stages of our analytical reviews. We then work alongside you, the owner, to identify opportunities, address challenges, and implement strategic decisions based on the underlying fundamentals of the business.

Ongoing Financial Management

We view our client engagements as long-term partnerships and will work with you to continuously review the strategies we have implemented to make any changes that are necessary over the longer term.

Review & Optimization: Our financial analysis and reviews are ongoing. We support all our clients in their ongoing decision making, if required.

Strategic Advisory Services: We will also work with clients on a specific pain point as an individual project, if requested.