CFO and advisory
A recurring working session on your actual financials: margin, cash position, receivables, and the decisions in front of you. Advisory work delivered by people, on top of books that are already current.
Needs current books to be worth anything; we will say so if yours are not.
Delivered by
BKS advisory team, on your BKS Suite financials
Work is performed by BKS on systems BKS operates, and appears in your BKS Suite account.
Scope
What is included
- A scheduled review of your financial position
- Margin and cost trend analysis
- Cash flow and receivables review
- Budget versus actual where you run one
- Written follow-ups with the decisions and owners named
Questions
CFO and advisory: common questions
What do I need before this is useful?
Current books. Advisory on stale financials is guesswork, so if the books are behind we fix that first and say so plainly.
How often do we meet?
Monthly or quarterly, set when we scope the engagement.
Related
What usually goes with this
Services rarely arrive one at a time. These are the ones that normally come up in the same conversation.
Get cfo and advisory handled.
Tell us where the business stands today and you will get a written scope and a quote before anything is filed.
Prefer to write it out? Send us the details.