It’s hard to believe it, but 2019 is halfway over—and it’s time for a reality check.
Late in 2018, with the optimism of a new year on the horizon, it was easy to dream big and establish goals for your business. But when you’re staring down the third quarter, it’s time to get real. You need to take a hard look at where you’ve been and where you want to go if you want to achieve the objectives you set.
As your trusted financial strategy advisors, our team has put together an assessment to help keep your business on track. Click the image below to download your mid-year checklist.
As a business owner, taking a few moments away from your busy day-to-day tasks to refocus is invaluable. By writing down your honest answers to each of these questions, you should have a better idea of how close your company is coming to meeting the goals you’ve set—and if any significant processes need to change to help you get there.
Don’t like what you see? Have questions about how the financial puzzle fits together? Send your assessment my way at firstname.lastname@example.org, or let your outsourced CFO take a look. We can help provide the strategic vision you need to finish 2019 strong.Tags: business checkup, cfo orlando, Cfo Resource, Cfo Services, cfo strategic partners, cfosp, Financial Consultant, Financial Management, Financial Success, midyear assessment, orlando business, start stop continue assessment
“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