Managing Your Business

• Are you lacking meaningful, timely financial analysis and metrics that you need for decision making?

• Are you getting mostly historical statements rather than forward-looking information that you need to plan for the future?

• Are your stakeholders asking for clear, actionable financial performance reporting?

• Are there times when you have excess or insufficient cash to run your business?

Financing and Strategy

• Do you need access to more or new forms capital (debt, equity or government programs)? 

• Do you need an outside perspective to assess your strategy and business challenges?

• Do you need help prioritizing where to focus your attention to facilitate growth?

• Do you need to scale up your business to achieve your growth targets?

Processes and Technology

• Are your financial processes mostly manual, time consuming and inefficient? 
• Are you falling behind in adopting technology and digital strategies in your financial processes? 
• Are the complexities of running your business taking too much of your time? 

Talent

• Are there gaps in the capabilities of your finance team as your business grows? 
• Is accounting being performed by staff without appropriate qualifications or experience? 
• Is bookkeeping the primary focus of the finance function? 

Do you have a situation or significant project that requires immediate attention or action?