Define Your
Financial Future
What’s a CFO…?
What exactly is the difference between an Accountant and a CFO?
Fino Advisory is a CFO service for Entrepreneurs.
Yes, Fino Advisory was created so entrepreneurs like you, who aren’t finance experts and who don’t know how to do accounting, can access sophisticated financial information that helps businesses worldwide grow! Let me show you how it works:
- We start with a roadmap and outline the entire onboarding process
- Next, we analyze your financial data and prepare an advisory report
- We track progress with forecasting and budgets during our bi-weekly CFO calls!
Fino Advisory provides the financial insight and strategies you need all under one roof!
Yes, Fino Advisory provides the financial insight and strategies you need to grow your business profitably.
Weekly virtual meetings with leadership team!
- Forecasting!
- Cash flow management!
- Financial statement preparation!
- Month-end close!
Roadmap Analysis
Start off with a Roadmap Analysis of your accounting information! We schedule a discovery call and learn more about how you function. Then we analyze your accounting records and other information. We follow up with a thorough health report of your financial accounting. The report will help you understand strengths, weaknesses, and key steps for improvement!
Rescue my Books!
Rescue services for books in need! Get rid of your bookkeeping headache and let the pros save you time. First, we’ll get introduced over a discovery call. We meet with leadership and learn your business and how bookkeeping fits into the equation. We’ll gather everything we need at that point. We roadmap a plan of action and get to work. If anything else is needed, we’ll be in touch. The final product is clean accounting books that can be used for:
- Forecasting!
- Budgeting!
- Financial Ratios and more!
Virtual CFO
The future of your company can often seem way too hazy for comfort. We’re here to fix that. Forecasts and budgets give key decision makers the right insights on how to improve profitability and efficiency. Weekly virtual meetings allow us to review and find out where things went sideways. Cash flow analysis, and management, helps you pay yourself more generously and more often.
Not sure how you’d use a CFO to grow your company?
Want to bounce some ideas and strategies off an expert? Tell us what type of company you own, and what your main concerns are and we’ll walk you through our best practices for your industry! Reserve a 1-on-1 call and get answers to your questions.