Most of our competitors aren’t able to take the full comprehensive view that we do. For example, a CPA firm comes in and looks at accuracy of financials, prepares tax returns etc. We dig deeper and ask questions like: Why are the financials being done in the way that they are? Are they providing us the information that the Board of Directors or you as an owner needs to run the business vs just doing it for financial statements and taxes? Are there other important data points and/or metrics we haven’t considered yet?
Likewise, an IT firm may come in to help you with systems and hardware upgrades. Our team asks: What are the goals of the business? Are we scaled for the growth that the company is expecting? Are users properly trained? Is the organization capable of performing the tasks that the new systems are there for?
In essence, we are always looking at businesses as a system. Analogous to a surgeon about to prepare a complex surgery, they need to know patient history, medical trends, lifestyle, limitations to recovery, etc. before they can chart the best course and make the right recommendations.
Full suite of CFO services including:
With nearly 20 years experience, we have long-standing relationships with the most trusted partners in the industry.
CPA & Law Firms – over 8 total specialties
Investment Bankers – both Wall Street and local to Arizona
Web Developers & Programmers
Banks & Lenders – both community and global brands
Small Business Administration Lenders
HR & Recruiting Firms
Business Valuation Experts
Marketing & Public Relations Consultants – both digital and traditional
Social Media Strategists
Data Colocation Firms – specializing in cloud hosting