People say accountants are for number crunching. I disagree! Computers are for number crunching! You hire a controller, CFO, or financial consultant to partner with you in making informed strategic decisions for your business.

Financially Forward discussion sessions are work sessions that are designed to help you look forward and make informed decisions for your business.

In these sessions I’d work with you on:

• Setting business goals

• Creating budgets and forecasts, including cash flow forecasts, based on those goals

• Analyzing budget vs actual variance to determine appropriate actions for aligning actuals with plans and goals

Optional topics I’d work with you on as they apply to your business:

• Analyzing scenarios for preparedness and informed decision making

• Valuation of new projects to see if you should undertake them

• Pricing and costing strategy for improved profitability

• Understanding tax implications of business decisions for effective communication with your tax preparer