Scale your Business with Confidence, Not Guesswork.
Strategic CFO Advisory Services for $1M - $50M Enterprises to optimize cash flow, maximize profitability, and prepare for exit
Many small & medium-sized business Owners & Founders are facing one or more of the following challenges:
They have a Bookkeeper who records the past and a CPA who prepares taxes. However, no one is looking through the windshield at the next 12-36 months.
Unclear why revenues are increasing, yet there are cash flow shortages.
No clarity on why profit margins are slipping.
Making major spending decisions based on “gut-feeling” instead of meticulous data analysis.
Stretched & wearing thin trying to run the business and address questions from investors or the bank
The Solution: Our CFO Advisory Services
Financial Intelligence:
** KPIs Dashboard- 1-page monthly report that tells the real story of your company’s performance. Showing what’s working and what isn’t.
** Cash Flow Management - Including:
(i) Optimizing the cash conversion cycle.
(ii) Expanding the cash runway.
Strategic Planning:
** Budgeting & Forecasting- Multi-year models to predict the future, supporting proactive planning and allocation of resources.
** Scenario Analysis - “What-if” planning for multiple future states (best case, worst case & moderate case), to ensure readiness for whatever the future holds. This moves the company from a reactive to a proactive posture, and builds fiscal resilience.
Capital & Exit:
** Fundraising Support- Pitch deck financials and due diligence preparation.
** M&A Advisory: Positioning your company for a high-value exit.
Why Choose Us?
Forward-Looking: We don’t just tell you what happened. We show you what’s next, so you can plan for the next few years, with no surprises. Moving your organization from a reactive posture to proactive financial management.
Extensive Expertise: 15+ years experience successfully managing the finance functions of SMBs.
Fractional Value: You get executive-level financial expertise at a fraction of the cost of a full time hire.
The Process
We utilize a simple, systematic 3-step approach as follows:
Discovery Call: We perform an audit of your company’s current financial health. Identifying gaps between where you would like to be and where you are.
The Road Map: We build a 90-day plan to stabilize and optimize the company’s finances.
Ongoing Advisory: Monthly or weekly deep dives to keep your growth on track.
Stop leaving growth to chance. Schedule a 30-minute consultation today. We will look at the company’s financial statements for the last 3 months and give you three immediate takeaways to improve your margin.
Other Financial Services
Audit Readiness : The annual financial audit shouldn’t be a source of anxiety. It should be a routine validation of your company’s health. Our services ensure that when the auditors arrive, they find a clean trail, a prepared team, and zero surprises.
Financial Impact: Reduces external audit fees by up to 20-30% by minimizing auditor hours.
Operational Impact: Frees up your Finance team to focus on growth-oriented tasks.
Risk Assessment & Mitigation: In today’s ever-changing business landscape, it’s rarely the challenges we expect that derail our goals- it’s the ones we didn’t see coming. Risks that are not managed don’t just cost money, they cost time, reputation & momentum.
Our comprehensive Risk Management Framework moves your organization from a defensive posture to a proactive one. The Framework doesn’t just list what could go wrong; it provides a road map for how to navigate through threats safely.
Business Process Improvement: As SMBs grow, manual workarounds, “tribal knowledge”, and outdated workflows quietly quietly eat away your margins. If your team is spending 40% of their day working through processes to get to a targeted outcome, you aren’t just losing time- you’re losing the ability to scale”.
WA Anderson CPA help organizations transition from reactive firefighting to proactive execution. By auditing and optimizing your core workflows, we redesign how work happens to ensure:
Faster Throughput: Reducing cycle times by removing bottlenecks.
Error Elimination: Replacing manual data entry with automated, “single-source-of-truth” systems.
Cost Recovery: Identifying labor-intensive tasks and redundant software that drain your Operating Expenditure.
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