The Good News Is You Don’t Have to Build a Finance Team.
We’ve Done it For You.
We have a team of top-notch, operationally-focused professionals with deep experience in finance, accounting and business systems and processes. With every engagement, we draw upon their first-hand experience from having worked in organizations to overcome the challenges of growing a business – bringing you the skills you need, when you need them.
STRATEGIC CFO SERVICES
The role of the CFO in establishing and setting the financial strategy of the organization is critical. Yet, increasingly, many growing organizations choose to delay hiring this important role in order to invest in other areas of the business. The reality is that most organizations don’t need this role full-time and our flexible team of seasoned CFOs ensures you have access to their experience and insights when you need them.
- Executive counseling
- Business strategy
- Risk management
- Investor relations
- Board engagement
- Business decision analysis
- Capital formation, funding raising and deal structures
- Treasury and working capital management
- M&A strategy and support
- Critical performance metrics, data and analysis
- System and process rationalization and optimization
FINANCIAL PLANNING & ANALYSIS SERVICES
Achieving your financial goals requires a plan, and the decisions you need to make along the way need data, analysis and Insights to support them. Our highly qualified team of finance professionals will help you grow with confidence by ensuring you have a financial roadmap and the data, analysis, and insights to make sound business decisions.
- Financial plans and forecast development
- Metrics and key performance Indicators
- Comparison of actual results to plans and Insights on variances
- Financial analysis of potential Impacts of key business decisions (e.g. pricing, product Introductions, alternative vendor solutions)
- Proforma and other analyses of potential mergers and acquisitions
- Evaluation of funding options, Including equity and traditional and non-traditional debt
- Due diligence preparation and support
- Preparation of board reports, Investor decks
ACCOUNTING & FINANCIAL REPORTING
Timely and reliable reporting of financial results is critical to understanding how you are performing against your plans and measuring the financial health of your organization. Our accounting professionals are here to ensure you get the information you need when you need it.
- Establish, streamline and maintain a monthly close process
- Controller oversight and review
- Develop and maintain system of Internal controls
- Issue timely and reliable financial statements
- Assess and advise on Internal staffing needs
- Coordinate and support external auditors and tax advisors
- Monitor debt levels and compliance
- Comply with local, state and federal reporting requirements
BUSINESS SYSTEMS AND PROCESS OPTIMIZATION
Systems and processes, along with the people who operate them, provide a foundation for growing your business. Identifying the systems and aligning the processes that will help you drive your business forward can be a daunting task. We partner with you to assess your existing business systems and processes, create an internal business systems strategy, and assist you with implementing the strategy. The outcome is systems and processes that generate reliable and timely operational and financial information, and improve the efficiency and scalability of your business operations.
- Business process review and optimization
- Develop internal business systems strategy for effective deployment of appropriate systems that meet current needs and scale with growth
- Systems requirements gathering and documentation
- RFP development and vendor selection
- Software set up, configuration, implementation, testing and support for new systems and optimization of existing systems (NetSuite, QuickBooks, SaaSOptics, Carta, Bill.com, Expensify, Stripe, Shopify, etc.)
- Systems integrations to optimize data flow and business processes
- Data migration
- Alignment of business processes, documentation and training
- Process documentation and training
- Assess and recommend Internal team structure
- Ongoing systems administration and support
The team at PlusPoint have been instrumental in the growth of my company. Their extensive experience and flexibility allow us to plug in an expert quickly, effectively, and with trust and confidence.
CEO, Walker Tracker
Get a FREE One Hour Consultation
Not sure what you need or if we are a good fit for your organization? Contact us today and we’ll give you a free one hour consultation. Either way, we’ll connect you with the right resources to get you the help you need.
FROM OUR BLOG
ph: 360.904.5844
email: info@pluspointconsulting
PlusPoint is headquartered in Portland, OR
