Growing businesses reach a point where they need professional financial advice, but cannot afford a full-time CFO or controller.

Our Part-Time CFO and Interim CFO service gives you a professional financial manager who works with you to help guide your business to success.

Part-Time CFO | Interim CFO | Cloud CFO

Growing businesses reach a point where they need professional financial advice, but can’t afford a full-time CFO or controller. If you’re fortunate enough to be in this position, then we have the perfect solution for you. Our Part-Time CFO service gives you a professional financial manager who works with you to help guide your business to success.

The cost of hiring a full-time CFO can range up to well over $100,000 per year plus bonuses and benefits. Our Part-Time CFO services provide you with experienced support at a small fraction of that cost. For both temporary and long-term solutions, Origins Group helps to improve your company’s financial management by bringing extensive expertise to meet the daily needs of your business. Our Certified Public Accountants and Certified Management Accountants provide a wide range of services to allow you to concentrate on doing what you do best.

Benefits:

  • More time to focus on new services, new customers, and other core business issues.
  • A better understanding of the financial side of your business. So you have fewer surprises and more control over the money.
  • Improved decision-making capabilities from clearly seeing the hard and accurate numbers of your business.
  • A readily available sounding board to help you with those tough business decisions and help you clarify your business plans.
  • The comfort from knowing that a professional is overseeing, protecting and continuously improving the financial side of your business.
  • A professional who establishes strong financial controls in your business to reduce employee theft and increase profits.
  • Improved quality and timeliness of financial information.

Services:

Outsourced Chief Financial Officer FunctionsOutsourced Controller FunctionsFinancial statement preparation
General Ledger and Trial Balance maintenanceMonthly & year-end closing assistanceInternal audits
Payroll processingSales tax return preparationBusiness tax filings
Account reconciliationsBookkeeping ServicesAccounting systems design
Accounts Payable ServicesTreasury OperationsAccounting staff training
Accounting software assistance and trainingCash Flow AnalysisCorporate Strategy
Risk ManagementStrategic PlanningInternal Controls
Budgeting & PlanningCapital BudgetingFinancial Planning & Analysis
Financial ManagementCost ManagementPerformance Management
Loan NegotiationDecision AnalysisForecasting

Strategic Planning

A Strategic Business Plan is much more than a tool to obtain financing. If you still have all your plans and ideas locked up inside your head, preparing a strategic plan can help you clarify your company’s direction. It can ensure that your key leaders are all on the same page, and keeps both management and staff focused on the tasks at hand.

A Strategic Plan is often needed when…

  • Starting a new venture, product or service
  • Expanding a current organization, product or service
  • Buying a new business, product or service
  • Turning around a declining business

The Strategic Plan provides a blueprint, describing your company, its products, the competitive environment, management team, financial health, and business risks.

The plan allows you to…

  1. Identify and describe the target customer profile, features, advantages and benefits of your new venture, product or service.
  2. Justify that your plans are credible by fully researching the need being filled with your new venture.
  3. Develop marketing plans including full descriptions of targeted promotional campaigns with implementation timelines. You also get to examine market conditions, the nature of your customers, as well as your competitors, sales potential, and projected results of your promotional campaigns.
  4. Develop staffing plans including identifying the key players, skills, attitudes and expertise needed to build the venture.
  5. Develop management plans including full descriptions of management systems and timelines for implementation.
  6. Develop financial plans including projected startup costs, operating costs, revenue, profits, and break-even analysis for the first 3 to 5 years.

    Projected financial plans allow you to effectively predict upcoming problems, or prevent them. In other words, the perspective gained through your Strategic Business Plan can make a significant contribution to your company’s success, and help you get the funding you require. In fact, most lending institutions and private investors will not even talk to you without a solid financial plan.

  7. Identify building and equipment needs including vendors and cost estimates.
  8. Formulate company milestones including timelines for upcoming products and services in development.

Remember: When you fail to plan, you plan to fail.

Let us help you develop a powerful Strategic Business Plan that drives your business to the level of success you deserve.

Ready for a next-generation accounting firm?

Join thousands of other satisfied clients and experience the difference for yourself.

Contact Origins Group today to get started building your future.

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