Financial Management Needs Assessment
If you are unsure if your organization could benefit from my CFO services, answering these basic questions may help.
Is my Management team currently provided with timely, accurate, accrual based financial statements?
Is concise financial reporting in place allowing our management team to understand where we are making a profit and where we need improvement?
Am I confident that our financial internal controls and processes are tight enough to maximize cash flow, profitability and asset protection?
Do we have planning tools in place, such as budget systems and look forward financial projections that provide warning signals to trigger timely action?
Do I feel confident my management team is focused on the right metrics to improve bottom-line performance?
Do we currently have a financial person on staff with the skills required to:
Do scenario planning?
Recommend an action plan?
Hold management accountable?
Present the organization’s financial information to banks, M&A prospects, investors?
Think strategically and provide an unbiased POV and assertive financial leadership?
Develop key performance financial indicators\scorecard?
If the answer is no to many of these questions, I can help you. Please call me at 314-401-6747 or email me at dennis@wilhelmicfo.com.