In 2017, it’s hard to know what challenges you’ll be facing next week, much less the rest of the New Year. That’s why a dynamic financial strategy underscores the importance of an ongoing strategic plan, allowing businesses to be more agile and effective in meeting their specific goals than a static process. Traditionally, strategic planning takes place once a year and attempts to set a business strategy for an extended period. Of course, a volatile business environment means it’s extremely unlikely that a plan that is only updated annually is sufficient to guide every strategic decision that CEOs and other managers will need to make over the next twelve months.
An outsourced CFO or an Orlando financial consultant can be a valuable resource for small and medium-sized businesses that need to develop dynamic financial strategies. These growing businesses may not be able to afford, or may not require, the services of a full-time CFO, but they still need the forward-thinking financial and strategic expertise that a CFO provides. A part-time CFO offers businesses cost-effective access to his or her financial expertise, experience with different business models, and background in executing strategies on an ongoing basis. That allows you to create and update a coherent financial roadmap that evolves along with your business, providing a framework for success.
An outsourced CFO offers you a strategic business asset to help you address both basic functional processes as well as offering a longer-term vision for your company’s future. An outside CFO resource can provide an unbiased perspective to help you develop business strategy, communicate that to stakeholders, and execute the plan, while regularly updating your strategy based on current performance and market conditions.
Our senior leadership and financial consultants consistently facilitate Vision Quests to help our clients establish a roadmap to realize their long-term objectives to move the business forward. Contact us to set up a free initial consultation, and find out how we can help you guide your business.
“Our organization was navigating an intense transition involving our government funding partners and public officials. Without the help of CFOSP, we would have experienced severe financial impacts and certainly lost donor confidence.”
CEO Central Florida Historical Society
“I applaud the stellar support provided by our CFO in embracing and understanding our budget priorities and operations that entail hundreds of financial transactions each month and several millions of dollars in expenditures annually. The nature of our business is very complex, yet your firm did not shy away from the challenge of establishing accounting processes and procedures that will sustain us well into the future.”
Kissimmee Chamber of Commerce, Experience Kissimmee
“…The services they have provided have tripled my bottom line, giving us serious profit levels that have helped fund company growth…”
President, Engineering Firm
“There is no limit to the value of the collective experience that the CFO team brings to the table. Their expertise in debt management, tax reporting, cost of funds, and in-depth analysis has been more than I could have hoped for…”
CEO/President, Hotel Corporation
“Since we began working with CFO Strategic Partners, we’re in the best financial position we’ve ever been in… CFO gives my staff and myself financial peace of mind so we can focus on clients and business at hand.”
CEO, Insurance Agency
“With CFO as our partner, we’re able to see the total picture…. Through their expertise, we’re receiving the highest level of educated financial planning that will propel us into the future.”
President, Florida Architectural Firm