As your company grows you will encounter situations outside your expertise.  

Financial management (CFO Services) is a crucial component of all established companies. Many small business owners lack this knowledge and do not have a clear understanding of their numbers.

Financial management goes beyond bookkeeping or tax reporting. It involves a detailed analysis to determine the ability to sustain profitability.

Financial modeling is used to identify which costs are driving results and whether pricing supports your profit targets. Vulnerabilities in the numbers are identified so they can be managed before they become problems. Scenario planning is used to evaluate different possible outcomes and monitor whether the business is on track. The work is done together so you understand the numbers and can use them to make better business decisions.

Lori Williams has functioned as a CFO in a variety of industries. Her extensive experience in working with turnarounds has honed her ability to develop effective financial strategies to promote stable growth. Her banking background and understanding of tax law provides an added perspective not common to most CFO’s.

$250 for a 60 minute meeting via phone or zoom depending on preference and subject matter.

Individualized packages:
Quarterly review—Financial analysis with performance assessment.
CFO/Tax Preparation Combination—

                               For specific questions or to schedule an appointment email: ContactUS@BusinessSimplyPut.com