Our Services
When you sign on with Outlook CFO, you get all this and more.
CFO Meetings
A video discussion to review the previous period’s financial performance as well as forward-looking guidance. We also spend time answering any of management’s questions and make suggestions on strategic business decisions.
Check-in Meetings between CFO Meetings
A tactical meeting to answer management’s questions, check-in on action items, and to prepare for our next CFO Meeting.
Financial Reporting and Analysis
The foundation of our CFO meetings - We will prepare a set of reports that will make your financial statements come alive. You will be able to clearly see the health of your business. These reports will help you see the impact of the decisions you have made and support you in making future decisions.
Cash Flow Forecasting
A key reporting tool to reduce the risk of cash flow surprises. We will prepare this forecast to help predict the impact of current operations on cash flow. We can also use this report to illustrate the impact of future investment scenarios you are considering.
Goal Setting
Setting and tracking goals is essential to a successful business plan. We end each meeting by checking in on the progress of your goals and making necessary adjustments to ensure you stay on track.
Additional Services
Available based upon specific needs of our clients
Internal Budgeting
Creating internal budgets for accountability of company spending and management planning.
Financial Leadership
Owning internal responsibilities and mentoring other finance/accounting team members.
Board/Management Support
Preparing and discussing analysis to Board and Management team members.
Technical Accounting
Supporting Month-end close, complying with US GAAP standards, and converting from cash to accrual.
Financial Modeling
Creating financial models to evaluate theoretical scenarios and support strategic planning.
Software Integration
Implementing financial technology solutions to streamline processes and enhance efficiency.