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Strategic Financial Management

KPIs Development & Monitoring

While the details are important, it's easy to get bogged down in them and lose sight of the bigger picture. Before delving into specifics, it's crucial to understand how your business is performing at a higher level. This will help you avoid getting caught in the weeds and determine where to focus your analysis. High-level variances can guide you in identifying key revenue and cost drivers each month, such as the selling price of service A or the volume of product B.

Management accounts should be designed to assess the key performance indicators (KPIs) set by your business, such as revenue growth, gross profit margins, and profits. KPIs serve as a temperature gauge for your business, allowing you to adjust the thermostat based on the current temperature. We offer an interactive visual dashboard to help you easily monitor your KPIs at any time.

Some examples of KPIs to monitor include:

  • overall and per-product gross profit margins, 

  • number of sales per product, 

  • number of active customers, 

  • monthly recurring revenue overall and per customer and customer lifetime value.

  • average cost of service overall and per customer, customer acquisition costs.

By keeping a close eye on these metrics, you can make informed decisions and stay on track towards achieving your business goals.

Financial Risk Management

When building a successful company, risk is inevitable. However, investors and acquirers agree that as risk decreases, so does the company's value. As part of our financial risk management process, we will create a risk database and collaborate with your management team to prioritize and address the most pressing financial risks. Each risk that is eliminated or mitigated will increase the company's value. We strive for predictable outcomes that lead to entrepreneurial success.

Internal Control

In a fast-growing company, systems and procedures can lag behind revenue and headcount growth, leading to chaos and exposing the company to risk. To bring order to your business, we can help you map out your core processes and implement the right internal controls. Standard operating procedures can make daily, weekly, monthly, and annual tasks repeatable, creating tangible internal control environments.

Our CFO team focuses on key elements of your business, including company structure and ownership, business model analysis, financial analysis, asset and liability structures, systems and processes, compliance, and more. By implementing the right internal controls, we can help you minimize risk and build a strong foundation for sustainable growth.

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