Best cfo services in USA

Business Plans

As a CFO expert in business planning, we will work with you to define your drivers and your goals and turn them into a fully documented financial business plan at an extremely low cost to you.  We will further aid you in developing and writing up the other aspects important for a full-blown business plan – the other non-financial sections of a professionally developed plan; A Sales Plan, Marketing Plan, Products & Services, Competition, Company Profile and an Executive Summary, all wrapped around a 3 or 5-year financial plan, monthly, in the form of income statements, balance sheets, and cash flow statements which are easy for you to understand and act upon (since they were created from your input).

There is perhaps nothing more powerful in your arsenal of tools than to see specific financial results, in terms of revenues, costs, net income, and cash flow, that were created by yourself.  To have clear and understandable assumptions and results at every step of the way.  You will find that you have clarified and simplified the process of growing your business and reaching your desired financial goals as well as professionally presenting your business to bankers, investors, and other concerned 3rd parties.

There are 2 types of business plans that we can outfit you with:

Business Plan Basic

• Monthly Projections
• 5-Year Projected Income Statements
• Cash Flow
• Recap of Assumptions
• Projected Company Value
• Summary Recap

• Executive Summary
• Organization & Management
• Products & Services
• Marketing & Sales
• Financial Review & Funding
Full 3 to 5-year Financial Plan Including:
Monthly Projections
5-Year Projected Income Statements
Cash Flow
Recap of Assumptions
Projected Company Value

How it Works

We use a simple 3 step process to save you time and money ..
3-STEP PROCESS:
Step 1 – INTERVIEW
• Sit down with a CFO and define drivers and assumptions that will go into creating your plan. Takes about 1 hour of your time.
Step 2 – ROUGH DRAFT
• CFO writes up a rough draft of your business plan based upon those assumptions. Takes from 4 to 7 hours of CFO time
Step 3 – FINE TUNING
• Review with CFO the rough draft and make any needed adjustments or changes. Takes about 1 hour of your time.

Importance of a Business Plan

Running a business without a Financial Business Plan is like flying an airplane without instrumentation.

Why a Business Plan is a must for your business:

A well-thought-out financial plan does many things for you and your business, but most of all it allows you to have a flight plan with goals and milestones with which to guide you toward your desired results.  The reason is simple; you will have participated in defining what specific attributes your plan entails.  Whether that is the number of salespeople, product pricing, market penetration, or any one of many factors that drive your revenues and costs – the fact that you have defined what goes into creating a monthly, 1 year, 2 years 3 year or more financial plan, means that you will fully understand what drives your business and more specifically what is needed to successfully attain your goals.

As experts in business planning, we will work with you to define your drivers and your goals and turn them into a fully documented financial business plan at a low cost to you.  We will further aid you in developing and writing up the other aspects important for a full-blown business plan – the other non-financial sections of a professionally developed plan; A Sales Plan, Marketing Plan, Products & Services, Competition, Company Profile and an Executive Summary, all wrapped around a 3 or 5-year financial plan, monthly, in the form of income statements, balance sheets, and cash flow statements which are easy for you to understand and act upon (since they were created from your input).

There is perhaps nothing more powerful in your arsenal of tools than to see specific financial results, in terms of revenues, costs, net income, and cash flow, that were created by yourself.  To have clear and understandable assumptions and results at every step of the way.  You will find that you have clarified and simplified the process of growing your business and reaching your desired financial goals.

A well-crafted business plan also serves as an early warning system, showing you if there is actually a shortfall that results from your current course of business, and what you need to change or adjust to fill that shortfall.  It may also show the opposite – a situation where you can foresee investing projected profits into your business process to gain greater returns.  Either way, to know exactly what will drive your results is by far the best road map, flight plan, you can have.  Imagine starting off on a trip not knowing where you’ll end up or if you even have enough gas and power to get there.  Why fly that way?

There are other key uses for a well-thought-out financial plan.  Once completed it will serve as a budget for your company as well as serve as the underlying template for cash flow planning and reporting.  You can easily turn your monthly financial plan into an interactive cash flow report showing you what you can expect along the way as you exceed or fall short of various assumptions that you have defined to drive your business.  This interactive cash flow will show you, based on your “what if” inputs, what your cash flow will be next week, next month, or any distance down the road.  It is an instant update of your plans and goals shown to you in the form of cash balances.

Having a solid, fully developed business plan also is important if you are going out to obtain funding.  A professional business plan shows your lenders or investors that you know what you are doing and further demonstrates to them the capability and competence of your plans, as well as your professionalism, thereby giving them the confidence, they need to lend to you.  It can also serve as a management tool that can be used to set and measure goals for each of your department managers and other employees, as well as performance objectives.  Finally, it may serve as a blueprint for valuing your company based on your cash flow in the future and to show you whether or not you will have enough value in your company to fulfill your personal goals, and if not then how to get there.

Uses of a Business Plan:
  • It guides you, with milestones, to your goals and cash flow needs.
  • Measurable against actual results, keeping you focused on those goals.
  • Projects out over 3 to 5 years income and cash flow.
  • Understandability because it contains your own assumptions as to what drives your business.
  • Documents key performance drivers of your financial plans.
  • Clarifies and simplifies the process of growing your business.
  • Contains detailed written content on Sales & Marketing, Products & Services, Company Profile, Competition, Funding Requirements, Financial Summary and Executive Summary.
  • Serves as an early warning system against actual results and shows what you need to change or adjust it.
  • Can be easily turned into an interactive cash flow report.
  • Perfect for various “What-If” analysis.
  • Used to attract investors, obtain bank loans, create budgets, create management and employee objectives, for cash flow and strategic planning and for use in incentive plans.
  • Serves as a blueprint for determining the value of your company.

Contact us today for a free consultation on getting started with your plan.  The whole plan can take as little as 3 days and it will prove to be the best planning investment you will make.

Frequently Asked Questions