Outsourced CFO Services
Cook CPA Group is the perfect solution for business growth acceleration with “Tools to Thrive”, a program designed for companies looking for outsourced CFO services.
Benefits of an Oursourced CFO
There are many benefits to working with an outsourced CFO firm, including decreased expenses, strategic planning, and overall business improvement. With carefully outsourced CFO services from qualified and experienced financial experts like those available from Cook CPA Group, you can:
Increase Your Cashflow
Decrease Your Expenses
Grow Your Revenue Streams
Improve Your Investments
Retirement Planning & Advice
Strategic Goal Planning
Staff Training on Goal Success
Overall Improvement
Insights from Evelyn Cook
Evelyn Cook, an expert in the field of finance, has seen it all when it comes to business. She’s seen what the best businesses do to expand their presence and how many firms make fatal mistakes that prevent them from achieving their goals.
When she was working on Tools to Thrive, Evelyn dug through the weeds with some of the top businesses to learn how they had succeeded in scaling their operations. Evelyn’s extensive business finance and accounting knowledge and her strategic smarts allow her to dig down deep into the details that make a difference between ultimate success and colossal failure.
What is an Outsourced CFO?
Outsourced CFOs, also known as "outsourced chief finance officers," are a sort of non-employee corporate financial officer. They're a financial specialist who works for the business and uses their skills to assist it operate more efficiently. For example, they might boost cash flow, cut costs, generate streams, extend assets, and so on.
Why would I want an Outsourced CFO?
As an outsourced CFO, Cook CPA helps you save money on operational and overhead costs while adding resources to focus on core business operations instead of less important activities. Avoid making commitments for continuing expenditures and salary payouts for additional full-time employees while having less time to devote to fundamental business operations.
Business Growth Process
This five step process is designed to make your business thrive
During the Kick Off phase we do a deep dive with you to understand you financial dreams and aspirations so that we determine the type of growth we’ll target for your business.
Defining Your Vision
- Frame Your Relationships
- Define Your Offers
- Set Your Expectations
- Make S.M.A.R.T. Goals
During the Business Planning phase we work with you to create a wholistic picture of your current and potential product sales opportunities.
Define Your Business Model
- What do you sell?
- Who do you sell to?
- How do you sell it?
- Who and what do you rely on?
During the Financial Growth Modeling phase we’ll work with you to model the internal and external financial growth drivers of your business.
Modeling Your Growth
- Analyze Financials
- Growth Patterns
- Revenue : Expenses
- Forecasting Categories
Analyzing Data to Project Growth
- Compiling Research
- Strategic Insights
- Business Roadmap
- Full Financial Forecast
During the Tracking and Strategic Guidance phase we’ll meet with you regularly to track progress towards your goals and help you make business decisions to course correct as necessary.
Ongoing Growth Strategy
- Cyclical Meeting
- Tracking Progress
- Correcting Courses
- Analyzing Business Decisions
Outsourced CFO Packages
Insight
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SWOT Analysis
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Financial KPIs
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Benchmark Metrics
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Strategic Planning Session
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One Year Sales Forecast
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Monthly Reporting
Goal setting and business health check
Business financial KPIs in the cloud
Real-time benchmark metrics in the cloud
Growth
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Everything in Insight Package +
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Three Year Financial Plan
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2 Financial scenarios
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Monthly advisory meeting
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Strategic Business Plan
Performance
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Everything in Growth Package +
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5 Financial scenarios
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Web Page and PPT
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Dedicated Financial Support Team
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Quarterly Mastermind Training
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Annual Tax Filing
Business Overview Quick Pitch Web Page and PPT