Accounting and Finance Consulting.

Experienced CFO Assessment

Accounting and Finance Consulting.

Experienced CFO Assessment

by Tom Myers

Ready to uncover the strengths and weaknesses of your company’s accounting and cash flow? For just $1,200, we’ll spend a day with your accounting team and analyze two balance sheets and an income statement. You’ll receive a detailed cash flow report highlighting key insights.

Plus, if you choose to retain our consultative services, we’ll credit the $1,200 toward your first invoice. Take action today and gain clarity on your financial performance!

Why Choose Business Edge?

Navigating the financial landscape can be daunting. With over 40 years of CFO experience, Business Edge will be your guide, keeping you on track and charting the best financial path.

Business Edge specializes in guiding businesses and their owners back on financial track. Typically, our clients have small accounting teams, but it’s common for the owner and staff to get caught up in daily operations, leaving little time for high-level strategic planning. That’s where Business Edge comes in.

Business Edge is based in Des Moines, Iowa, we offer virtual consultations to businesses everywhere. View our recent case study.

What We Do

Unsure if your Accounting and Finance department needs help? Browse our resource highlighting the responsibilities of the accounting department. Business Edge will conduct a review of your accounting and finance department, facilitated by a seasoned CFO with decades of experience across various industries. One key goal of this review is to ensure that your accounting systems and procedures are set up to produce accurate and timely financial reports and tax returns.

Based on an initial interview about your needs, two balance sheets, and an income statement, the initial assessment includes:

  • A review of current operations
  • Analyzing and evaluating the business’s cash flows
  • Accounting clean-up
  • Recommendations for improvement

We’ll then provide the customized support you need for your accounting department to become a well-oiled machine. Our recommendations are based on the Four Expectations of the Accounting and Finance Department, including:

  1. Financial Statements and Accounting Records:
    The Accounting and Finance Team is responsible for providing timely reports that are correct in all material respects. We need to get them as accurate as possible and delivered promptly.
  2. Analytics (Key Performance Indicators):
    Now that the financial statements are completed, the art of accounting kicks in. Now that we have the data, what do we do with it?
  3. Objectives:
    After preparing the financials and performing analytics, the Finance team should suggest objectives and consult with other departments to set objectives and policies for the organization.
  4. Strategies:
    Once the objectives are established, how do we achieve them?
Top