Individualized attention, combined with financial expertise, are the
hallmarks of Balancing Act’s approach to mentoring clients.
Using a combination of Virtual CFO services and
entrepreneur coaching, we stay with you every step of the way and
work with you to improve your business and personal finances.
Every client's situation is unique, so we
tailor our services to meet your needs.
Virtual Chief Financial Officer (CFO)
Financial decisions can make or break a
business and entrepreneurs are often left
trying to figure it all out themselves.
Our
solution to this is to deliver the services of a seasoned Chief
Financial Officer in an easily accessible way so that for a fraction
of the cost of a full time CFO, you have the financial expertise you
need -- when you need it.
Essentially, we’re available much as an on-staff CFO would be
so
you have the benefit of independent advice that’s
focused on your needs. This is a very
flexible solution and allows you to partner with someone who’s
looking out for your financial interests.
We
work on a monthly retainer basis and delve into all aspects of your
business finances. The following is a short list of the typical
areas we work on to improve your business:
·
Business plan
development or review
·
Risk management and
insurance
·
Benefits and
compensation
·
Equipment leasing and
financing
·
Facility and real
estate needs analysis
·
Budget development
·
Tax planning
·
Expansion planning
·
Cash Flow management
·
Family business estate
planning
·
Medical Billing
·
Owner compensation planning
·
Commercial real estate
financing & planning
·
Financial system design and
implementation
·
Succession planning
·
Business sale preparation
You have the benefit of unbiased advice and
the financial expertise needed to strategize about how to grow
your business and meet your personal financial goals.
We go the extra mile so clients are in control of
their finances.
Email
us today to discuss how we can bring order to your finances and
support you in building your business or professional practice.
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