Three Pillars Fractional CFO Services Near Me

Overview

We’ll provide you with financial strategy and actionable information that you can use to increase your business strength and make sound decisions.

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Projects

• Internal Controls
• What-if Scenarios
• Budgeting
• Marketing Strategies
• Business Valuations
• Forecasting
• Financial Coaching
• Audit Planning
• Identify Strengths and Opportunities
• Dash Board Creation
• Vendor Cost Analysis
• Pricing Analysis
• Analytical Review of Full Business
• Cash Flow Management
• Liaison with Bankers, Attorney Investors, and others as needed
• Attend Board Meetings as needed

Projects

• Exit Strategy
• Diligence Reporting
• Funding and Raising Capital
• Controller
• Process Management
• Assist in hiring staff
• Yearly Financial that Aline with Company’s Plan
• Create Custom Chart of Accounts
• Inventory Management and Controls
• Expansion Planning
• Data Base for Record Keeping
• Internal Auditing
• Business Plan
• Tax Planning
• Tax Forecasting
• Cost of Goods Analysis

Process

1. One on one questionnaire to go over present and future business needs.

2. Pre-Stage: Gather Past Information
     a. Financials: Tax Return, Profit and Loss, Loans, Pain Points
     b. Business Documents: Rent Agreements, Corporate Documents, Banking, Reporting Requirements
     c. Employee Documents: Past Payroll, Benefits, Policies

3. Clean up: We will analyze and correct past books by systematically looking at the different financial statements and other business documents

4. Process Management: Look at internal controls and standard operating procedures

5. Management by Continuing Improvements: Give the stability that your business deserves

6. Work with the CEO or Board of Directors on a weekly basis.

Year End

• End of Year Analysis Charts

• Full Close Out Packet for the CPA and your Records

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Proven On-Boarding Process

Step 1: Pre-Stage

Getting the right information is an important step to make sure that we can provide a full picture of the business. We will gather and analyze past financials, business documents, employee documents etc.

Step 2: Cleanup

We will analyze and correct past books by systematically looking at the different financial statements and other business documents. We will be using proprietary systems and checklists to cleanup their respective records and financial reports: balance sheet, profit & loss, tie out, payroll, and cash-flow / waste reports etc.

Step 3; Process Management

Process management is looking at all the different internal controls, standard operation procedures, standard operation guides, and other creation and development tools to promote growth, achieve the company’s goals, and at the same time, increase profit.

Step 4; Continuing Improvements

This step is where the first three steps come together to give the business the stability that it deserves - peace of mind for the shareholders. As part of doing business, we are here to assist in different projects and services as needed.

Setting Expectations

• Turnaround time is 10 days or less.
• Payroll info is due on Tuesdays the week of payroll. Usually bi-weekly.
• Accounts Payable: Checks cut on a monthly basis.
• Drop off / pick up of docs is available at our Big Apple Bagels location (508 South Lake St in Forest Lake MN).
• Payments: 1st payment due at signup and subsequent payments are due on the 1st of every month via ACH.
• Training / consulting is always available. Additional fees may apply.
• If there are errors, scope of work needs to change (adding or discontinuing tasks) just let us know.

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