If your business is looking for customized CFO-level advice, controller-level analytics, or daily bookkeeping services, K·Coe Isom’s CFlexO services provide the financial base to suit your needs. It’s a flexible, scalable program that can round out, supplement, or drive the financial side of your business.
CFO-level Services for Proactive Strategy:
- Growth strategy
- Tax planning
- Quarterly meetings
- Entity structure
- Risk mitigation
Controller-level Services to Manage and Analyze:
- Financial planning and analysis
- Key performance indicators/Dashboard
- Cash management
- Debt management
- Financial reporting package with management discussion and analysis
Bookkeeper-level Services for Daily Support:
- Internal controls
- Policies and procedures
- Bill payment
- A/R management
Our on-demand CFO can help you get started with an on-site service assessment to explore challenges and recommend resources to fulfill your needs.
Your business’ key seasons—optimization, expansion or transition—may occur all at once or build slowly upon each other. They are driven by challenges and opportunities. Read how we help strengthen businesses at each stage.