Solutions Approach

CFO Solutions Approach

Roy CFO Advisory Services provides a wide range of services as a CFO Adviser to your business. The goal is to identify opportunities for improvement in your business and develop a plan and strategy to improve the process.

Solutions Approach for Businesses

Roy CFO Advisory Services uses a method called “Business Improvement Opportunity Analysis” (IOA) to identify gaps and opportunities for improvement in financial operations, cash flow and profitability.

The IOA will take 30-40 hours.  The IOA will include a detailed review of company documents including organization charts, policies & procedures, financial statements, budgets, metric reports, benefit plans, safety programs, insurance programs and banking relationships and structure.

In addition, your adviser will interview key associates regarding their roles and responsibilities. This will allow the adviser to learn about the company and identify improvement opportunities. The adviser will assist in implementing the improvements in the company’s operations.

The adviser will provide on-going support and advisory services to the company’s leadership team through weekly and monthly meetings.