PORTAL CFO Services
 

We help Businesses Stay in Business®
CFO Services

CFO   Chief Financial Officer  Part Time CFO  Virtual CFO  Outsourced CFO

What does it mean?
Imagine one of the key aspects of your business being handled by an experienced Chief Financial Officer for a fraction of the cost of a full-time employee.  PORTAL CFO Services works seamlessly with your accounting staff to produce bank-quality financial analysis of your Company's financial statements.  This analysis shows you the financial health of your Company and provides recommendations with respect to your Company's profitability and liquidity.

PORTAL CFO Services works with you on a part time basis, but brings to you a full skill-set.  You can depend on your Outsourced CFO to provide you with the financial tools you need to effectively manage your business.  Financial tools include methods in which to:  (1) improve the timeliness and accuracy of your financial statements, and (2) maximize profits, cash flow, and working capital.  Armed with this type of information regularly, imagine what your growth possibilities could be.

Navigation ReviewTM
The Navigation ReviewTM is a financial statement analysis process for Companies that want to know, with certainty, if they are on the correct financial path to meet their growth goals.  Many times, entrepreneurs undertake growth strategies without first understanding if their Company is in the proper financial position to do so.  Furthermore, a process or method to measure the investment return typically does not exist.  Another way to look at the Navigation ReviewTM is as a "course-correction" to ensure your Company's successful route to profits and cash flow.

How would you like to know exactly what direction your business is heading in?  You want to grow your business, but do you have the right platform in place to handle growth? 
Are the right people in the right seats on your team?  Is your business efficiently using its resources? Are you maximizing your return on your investment?  Do you maintain a sustainable competitive advantage?

Is your billing system inefficient?  Are invoices lost or paid late?  Are your accounts receivable paid on time?  Are your vendors calling you because your payments are late?  Is your Company missing its budget targets?  

PORTAL CFO Services will analyze your Company's present situation from top to bottom and provide you with an actionable road map to show you the way to profitable growth.  Contact us today!
PORTAL CFO Services Value-Added Part Time Outsourced CFO Services
Real-time accounting for maximum financial visibility
Bank-quality analysis of financial statements
In-depth analysis of your financial metrics
Cash flow forecasts
Strategic Planning
Budgeting
Detailed Financial Projections to help track your growth goals
Financial Dashboard Report
Expert Liaison for all of your banking and financial relationships
Restructuring Plan, Development, & Execution
Has your Company grown rapidly?  Are expense categories over budget?  A restructuring of your Company's finances can be as simple as better management of your income statement or as complex as re-aligning your balance sheet.  Our professionals have deep experience with turning around distressed companies.