Link to: CFO Advisory

CFO Advisory Services

We enable you to identify new opportunities to increase revenue, develop solutions to reduce costs and identify strategies to reduce your risk.

Link to: CFO Advisory

Increase Revenue

Link to: CFO Advisory

Reduce Cost

Link to: CFO Advisory

Reduce Risk

Qualified financial analysis and ongoing, real time insight into the details of your business.

With our outsourced CFO Advisory services, we enable you to increase your profitability by clarifying the financial impact of decisions, identify/reduce risk and provide financial performance reports for a clear picture.

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Who We Help

S.A. Associates provides advice to small and mid-sized businesses who may not require the commitment – both time and financial – of a full time controller, however still require qualified financial analysis and ongoing, real time insight into the details of their business.

Our financial consultants assist companies who are:

  • Looking for greater insight into their results

  • In a growth phase where the owner has reached workload capacity and needs to focus on business goals as opposed to financial controls

  • Growth or profitability has seemed to plateau or whose expenses seem to negate sales efforts

  • Who are experiencing cash flow issues and chronic use of operating credit

  • Need assistance managing creditor relationships

How We Help

Businesses require expertise and experience to drive profitable, sustainable growth. Give your company the best chance for success and profitability. We provide forward-thinking strategies to help you reach your business goals with confidence.

Your Part Time CFO Adviser

As financial specialists, we provide professional financial analysis, budgeting, forecasting and regular performance reporting. These tools uncover opportunities, increase awareness and create confidence in your operating decisions.

Ultimately, we bring clarity and structure, giving you the confidence and capacity to work on your business, not in your business.

How We Help

We start with a comprehensive analysis of financial and operational information. Together we will identify and prioritize areas of focus that will have maximum impact on your business. The areas of focus include:

  • Developing key plans and targets to increase profitability and cash flow
  • Utilizing budgets and projections to define controls and identify risks and opportunities
  • Centralizing financial information systems including customized reporting and monitoring of results
  • Providing required and relevant information to you and your external/internal partners on a regular and timely basis
  • Assisting with acquisition of credit

Ongoing Support

We work with you on the front lines – implementing financial strategies to ultimately reach your business goals.

Trusted Experience

We offer many years experience and a broad insight into the systems of successful companies.

What Our Clients Are Saying

As we grow our business the challenge of organizing and analyzing our results becomes increasingly critical. Steve brings the skills needed to turn these results into solid, informed business decisions. Having a clear view of where we are and where we are going is very valuable to us.

Steve has helped provide the valuable insight to the financial details (both positive and negative) and cash flow required for our business to remain positive and healthy for us as owners and for our financial institutions. Steve also brings an outside view to our management meetings and  has the ability to ask the tough questions and challenge our management team, with a set of eyes that are not blurred with the day to day. This valuable input has supported our ability to internally monitor and deliver our vision.

Steve acts as our CFO.  He provides us with the information that holds us accountable to the success of our business. When we started working together, Steve noted, “If it can be measured, it can be managed” – very true indeed.

Questions? We’re here to chat!

Call 519.362.8764 or Email: [email protected]

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