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Finance Director and Business Advisory Services in Whistler

What does a great finance function look like? Whether it is outsourced, or in house, every CEO should have the latest financial information at their fingertips, enabling them to make timely decisions and grow a sustainable, profitable business.

Many of the business owners I meet don't feel in control of their business finances they feel like they need some help from a finance director, but may not be too sure what they do. 

I have broken down my approach into 9 main areas; the fundamentals are important, robust processes and accurate data are the cornerstone of reports that allow you to make decisions.

1

FIX YOUR FINANCES

Review of your Balance Sheet and P&L to identify any legacy issues. Form a plan to tackle these and start with a clean set of financials

2

Review CURRENT PROCESSES

Review your buying stuff and selling stuff processes and how these impact your financial information

3

MOVE TO ACCRUALS BASED ACCOUNTING

Record your business transactions when they happen, not when the cash comes in or goes out the door. Moving to "accruals" based accounting will allow you to make timely, knowledgeable business decisions.

4

DEVeLOP FINANCIAL REPORTING

Issues fixed. This is where it starts to get exciting! Let's develop a monthly management report that enables you to make timely decisions and drive your business forward.

5

BUDGETING AND FORECASTING

More than just a spreadsheet. A budget is an exercise in business planning. Enjoy the process and take time out to think about strategy and future plans. As your financial business partner I will challenge, facilitate and document your budget.

6

CASH

Cashflow. The lifeblood of any business, playing a critical part in it's success or failure. Depending on the business, this may need to be done first. Let's build a simple tool to help you manage and take the stress out of your day to day cash management.

7

FINANCING

Whether you are growing or want to lower your cost of capital. Let's take a look at your business financing options to give you the right level of operating cash and allow your business to achieve its goals.

8

PROFITABILITY

Who are your most profitable customers? Where could you make cost savings? Which marketing activities really drive profitable sales? Lets work together to achieve sustainable, profitable growth

9

BEYOND BUSINESS

Running a business is more than just a job, it's part of your life. Your business has a wider impact on the environment and your community. Let's take a look at your purpose and legacy; and go beyond business.