Startups and SMBs benefit from the expert financial contribution a CFO brings to the business. But before they can participate in strategic planning sessions, Identify key value drivers for your company, Contribute to M&A and capital raise discussions and propose new business opportunities they must first come up with a Financial Plan: The Forecast
We are a team of expert accountants with an extensive background in technology. We've designed our Planning and Reporting solutions to automate the low value CFO activity that traditionally takes place to create financials and prepare a Forecast.
Financial Statements are not a core competency for Accounting Software Solutions, they're tedious to build, inflexible and while they are rarely used for formal Financial Statement Presentations they are used as source data for that purpose. SMB CFOs planning and reporting software Ignores system reports entirely
CFOs are a reliable source for GAAP Financials, but they do not typically (if ever) produce GAAP Forecast Financials. SMB CFOs Forecasting solution, bot-Planner, Forecasts outcomes for every account in the GL by simulating future accounting treatments for multiple scenarios, calculates a full set of forward looking GAAP financials and predicts cash using a Direct Method Cash Flow (Sources & Uses of Funds) - In real-time
Forward looking Financials predict future outcomes that investors rely upon to support their investment in startups and SMBs. SMB CFOs uses their proprietary software to continuously update 3 statement Financials for real-time accounting results, up to date sales estimates and spending scenarios and demonstrate the credibility of their investor presentations.
A Confidential Information Memorandum (CIM) is a document used in mergers and acquisitions (M&A) to provide potential buyers with information about a business for sale. The finance section of the CIM is used to demonstrate value but a CIM is not part of a regular reporting routine. SMB CFOs software automates financial statements and is easily adopted to alternative reporting formats including CIMs
The SMB CFOs team has planning and reporting experience with large and small public companies, private businesses and multiple industries. For decades, we sought software to eliminate the busy work inherent in Accounting and Finance planning and forecasting. Existing solutions often had complex implementations, steep learning curves, and unnecessary features. Our frustration is what drives us to where we are today. We believe that the Software should create the data, CFOs should spend their time more productively.
Experience the power of comprehensive, timely, and relevant financial statement presentations. At SMC, our reporting solution offers a seamless experience, providing you with one set of reports for both in-depth analysis and presenting results to stakeholders.
Gone are the days of juggling multiple templates for summarizing and presenting results, as well as relying on generic accounting software reports for data review and analysis. With our innovative Financial Statements, we bring you a streamlined and efficient solution that saves you valuable time when it matters the most.
Our comprehensive reporting solution ensures that your financial statements are not only accurate and insightful but also readily available. Through fast and easy updates, you can quickly adapt to changing financial landscapes and make informed decisions based on up-to-date information. Don't let outdated processes slow you down. Embrace the future of financial statement presentations with Small Business CFO.
Our professional Financial Statements designs go beyond the surface-level. We meticulously craft the presentation of your financial data to highlight the alignment (or misalignment) between your Operations and Strategic Goals. Unlike accounting software reports that present General Ledger Accounts as they appear in the Chart of Accounts, our reporting strategy arranges GL accounts to sync with functional activities. We prioritize high-value activities, separate fixed and variable (controllable) spending, and provide a clear picture of your organization's performance. At Small Business CFO, our Reporting Solution allows you to focus on what truly matters – leveraging your financial data to drive strategic growth and make informed decisions. Experience the efficiency, accuracy, and time-saving benefits of our reporting solution today.
We understand the importance of storytelling in financial communications. Our reporting solutions empower business leaders to effectively convey the desired message to stakeholders, investors, lenders, and potential suitors. We craft narratives around your financial information, highlighting achievements, growth potential, and your unique value proposition.
By consolidating your reporting needs into one powerful platform, we eliminate the hassle of navigating various tools and templates. Our user-friendly interface allows you to effortlessly analyze data, generate visually appealing reports, and present the results to stakeholders with confidence.
Empower your business with accurate and dynamic Planning & Forecasting capabilities. At Small Business CFO, we offer a comprehensive solution that keeps your Forecasted Financial Data current with the latest accounting numbers, providing you with real-time insights and eliminating the need for manual data creation.
Our Planning and Forecasting process begins by extracting data from any Accounting Software, ensuring that your financial forecasts are based on the most up-to-date information available. We go beyond basic accounting results and calculate data that is not searchable in any Accounting Software, including Sales to Deferred and Cash Receipts. Through automation, we extrapolate data from net account activity and balances into component parts, saving valuable time and effort.
With our solution, you have instant access to your Cash Forecast, allowing you to analyze the activities that flow through your cash account. Our 'Direct Method Cash Flow' predicts Cash by automatically calculating cash receipts (A/R decrease) and Cash Disbursements, providing visibility into and predictability of the activities that contribute to your cash position.
Imagine the power of real-time access to your Cash Forecast and the ability to analyze and understand the underlying drivers of your cash flow. With our Planning & Forecasting services, you gain the confidence to make informed decisions and navigate financial landscapes with precision.
Experience the advantages of accurate and dynamic Planning & Forecasting. Partner with Small Business CFO and unlock the potential of your financial future.
We will provide you with a full set of financial statements crafted from a simple set of data exported from your accounting software.
Imagine the value of gaining comprehensive insights into your financial health without any hassle or additional effort. Don't miss out on this limited-time opportunity. Contact us today to schedule your free consultation and gain a fresh perspective on your business's financial landscape. Together, we'll pave the way for success and set you on a path to financial excellence.
Take control of your financial destiny. Get in touch now and let us unlock the true potential of your business
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