cfo consulting


A Proven 5-Step Process For Delivering Results

How long has it been since you took a good, hard look at your financials?

The fact is, if you have a desired outcome for your energy or environmental business and have done all you know to achieve it, this presents a perfect opportunity to use CFO consulting services to review your financials to measure your progress and establish steps forward for the future.

That’s why we’d like to offer you some helpful ideas – whether you’re planning the next growth phase, considering a merger or acquisition, hoping to reduce your operating costs or needing to improve your cash flow.

Whatever your situation, we follow a proven process for delivering your desired results – it’s called The Financial Five™.

  • Information Gathering

    At our first meeting, we explore your strengths and weaknesses, while identifying opportunities and threats. We also review your challenges and core competencies (i.e., the capabilities critical to achieving your competitive advantage).

  • Needs Identification
    In this step, we further explore your challenges. Maybe you’re not growing at your desired rate … or struggling with cash flow … or having a tough time fixing weaknesses … or your company is just plain failing.

    Of course, needs aren’t always negative. You may be growing faster than you can meet demand or you’d like to form strategic partnerships to help expand capacity.

    Whatever the case, we identify your need(s) during this step and hurdles holding your company back from achievement.

  • Goal Setting & Plan Design

    Once we establish an understanding of your needs, it’s time to set your goals and build a plan to reach them. This step is critical because it motivates employees and establishes a winning environment.

    Each goal follows the “SMART” model – Specific, Measurable, Attainable, Relevant and Time-based.

    For example, make more money is not a SMART goal. Growing revenue by 10% per year for the next 3 years is a SMART goal.

  • Execution
    Now it’s time to get to work!

    Whether cutting operating expenses, reducing outstanding debt, expanding into a new territory or product/service offering, cleaning up the balance sheet, preparing your company for sale, improving margins, obtaining project financing, or creating month-to-month budget and performance reviews, proper execution is key.

  • Monitoring and Evaluation
    As you know, today’s world moves faster than ever – and with that comes rapid change. So we help you stay proactive by continuing to evaluate your operating environment and spot performance trends.

    When the time comes for reaction, together we assess your situation and make a decision based on your company needs (see Step 2).

Free The Financial Five™ Consultation