(704) 599-3355- info@carolinas.tax
(704) 599-3355
info@carolinas.tax
Outsourced CFO & Controller Services
- Weekly, monthly, quarterly, annual financial reports to keep an eye on every penny
- Precise budget development and monitoring to ensure resources are being used efficiently
- Budget vs Actual reporting with clear, broken-down variances
- Financial forecasting so you can prepare
- Management of facilities and fixed assets
- Oversight of purchasing and inventory functions
- Keen guidance on expanding, relocating, reorganizing and funding growth
Financial Analysis
- Model of potential for profitability improvement (product line and more)
- Analysis of expenses
- Study of specific costs (manufacturing equipment and more)
- Precise industry research to perform revenue and expense benchmarking
- In-depth evaluation of internal controls and suggestions for performance improvements
- Financial policy and procedure development and documentation services
Strategic Financial Planning
- Specialized business and strategic plan development
- Planning for personal finances (estate planning and tax services)
- Turnaround and workout planning
- In-depth analysis of business valuation
- Merger and acquisition services including debt and equity financing
- Planning for employee succession
- Management of risk related to workers comp., medical, property, life
Expert Management of Capital
- Commercial lender selection and relationship management
- Debt negotiation with credit lines, term loans and more
- Plans to ensure efficient use of cash
- Precise planning to eliminate debt and refinance loans
- Analysis of capital investment
