CFO Advisory Services
Unlock your business potential with expert finance transformation
At META, we offer outsourced CFO services that provide your business with the strategic financial leadership it needs to thrive. Our team brings extensive multi-sector experience and a track record of driving finance transformation, ensuring your business can navigate growth stages smoothly without the burden of a full-time CFO. Partner with us and leverage our deep industry knowledge and strategic expertise to propel your business forward.
What Does a Fractional CFO Do?
Our experienced CFOs utilize financial data compiled by our accounting and finance team to better inform and guide your business with customized bookkeeping solutions, and establish a solid growth strategy. In turn, this will help your company to increase profitability, obtain financing, and attract investors. We utilize our real-world business experience, accounting industry knowledge, and financial expertise to implement strategic solutions that address a full range of challenges and opportunities.
Your CFO Experts & Duties
Take control of your finances with an outsourced Chief Financial Officer. Your CFO will be in charge of providing your business with strategic financial insights and guidance.
We will provide recommendations to help your business with:
- Cash flow
- Analyzing financial reporting
- Create strategies based on your finances
With a qualified CFO, you’ll receive financial reporting that forecasts your business’ performance so that you can accurately increase your profits and bottom line. CFOs are responsible for financial decision-making, bookkeeping approval, financial planning, and more. Be knowledgeable of your business’ past, present, and future financial health backed by hard-numbers and reports that pinpoint areas to boost your business’ efficiency and discover room for growth.
Your CFO will be responsible for protecting and growing your Company’s bottom line and profit margin. They will be involved in your business’ planning, implementation, managing, and running of each area of your financial activities.
Financial Analysis and Strategy
Our job as your CFO is to perform regular in-depth reviews of your finances. Your Fractional CFO will always be looking for trends and processes that are inefficient, and opportunities for you to make more informed decisions for your business.
Our in-depth competitive industry benchmarking and analysis will evaluate your business’ current performance and sustainability. By providing a strategic financial focus, we are able to gain a competitive edge for your Company in its industry.
- Strategic financial decisions for profitability
- KPI and Benchmark reporting objective metrics
- Managing a budget and forecast
- Cash flow forecasting
- Evaluate business risks and opportunities
- Financial reporting built for your business
Our CFOs measure your company’s financial performance and provide unbiased feedback with real-time numbers and stats to help your business grow. The financial and accounting solutions your business has been looking for are now readily within reach.
Opportunity and Risk Analysis
We provide an expert analysis of both your current business, and the overall industry. With that information in hand, we can identify risks and opportunities that can affect your business now, and in the future. We’ll then work with you and your team to create a plan of action to navigate around the risks, seizing every opportunity available to you.
Our CFOs identify risks in your business, such as:
- Compliance risk
- Process risk
- Debt risk
- Personnel risk
- Liquidity risk
- Contract risk
- M&A risk
- Security risk
Without a CFO managing and mitigating your business’ risk and opportunities, you can damage your business’ bottom line and overall reputation.
Cash Flow Projections
We’ll work with you to create financial and cash flow projections that will allow you to determine your current cash flow and what is expected in the future. This type of information gives you insight into when it is time to:
- Hire additional employees,
- KPI and Benchmark reporting objective metrics
- Purchase additional inventory,
- Invest in new initiatives for your business
As a business owner, you should have confidence knowing that your Company’s financials are on track to hit your business’ growth and performance goals.
Reduce stress and let your CFO provide you peace of mind with careful planning, analysis, and reporting. Cash flow projections enable your business to manage all your cash outflow to ensure your business’s long-term stability. Your CFO will take these projections and make sure that cash is available for payroll, operating costs, and more.
Strategic Financial Planning
We dig deep into the inner workings of your business. Together, with you and your team, we’ll work to identify factors that influence your business’ growth and overall success. Next, we’ll put together detailed financial projections to plan the future of your company strategically.
Our team of qualified CFOs are here to put the most effective financial strategy in place. We are here to ensure that your business can grow based on objective data that will lead to proper decision making.
Systems assessment &
development
Your Fractional CFO will assesses your current business systems to ensure efficiency and accuracy. We’ll also create and implement systems not currently in place to improve overall productivity and profitability.
Things such as your:
- Financial accounting system.
- Accounts payable.
- Purchasing processes.
- Operational Process, and much more.
While your CFO is busy focusing on your finances, you will have the time and knowledge to improve your business’ functions. We will create your business’ strategy with financial modeling and analysis, performance monitoring, business dashboard maintenance, and budget analysis. As time progresses, your CFO can refine your strategy to account for your Company growth and the phase that it is in.
Strengthen Your Business
Optimize Internal Controls and Performance
- Comprehensive Financial Management: Focus on your business while we manage all financial aspects.
- In-Depth Analysis and Reporting: Receive detailed reports and insights to guide informed decision-making.
- Continuous Monitoring: Understand what’s working and what needs improvement with ongoing financial oversight.
Cut Costs and Increase Profit
Expense Management
- Increase Profit Margins: Identify ways to grow your profits and reduce expenses.
- Efficient Solutions: Implement cost-saving measures and find outsourcing opportunities.
- Vendor Negotiations: Secure better terms with vendors to lower costs.
Maximize Profitability
Operational Efficiency
- In-Depth Audit: Identify and eliminate inefficiencies, snags, and bottlenecks.
- Implement Solutions: Work with us to create more productive systems and processes.
CFO Value Addition
- Historical Financial Analysis
- Cash Management
- Real-Time Dashboard Reporting
- Strategic Entry and Exit Planning
- KPI Monitoring
- Annual Operating Budget
- Rolling Forecast
Unlock overlooked financial solutions, streamline operations, and drive sustainable business growth with our expert guidance.
Fund Raising
Before Fundraising
- Internal Financial Reviews
- Determining Capital Structure
During Fundraising
- Investor Meetings
- Investor Relations Management
- Negotiating Investment Terms
After Fundraising
- Cash Flow Management
- Financial Performance Monitoring
- Investor Updates