Planning to identify business goals and objectives

1. Lead strategic planning process
2. Write business plans to attain financing or attract investors
3. Preparation of presentations and supporting documents for potential investors
4. Develop operating plans to implement identified business goals
5. Build budgets and cash flow projections and develop simple, actionable budget management tools
6. Develop financing strategy and assess financing options
7. Provide due diligence support for potential partnership, acquisition, or merger

Implementation of identified business goals

1. Create operating policies and procedures
2. Establish operating plans and assigned tasks to support strategic objectives
3. Create financial measures that tie strategy to outcomes
4. Develop sound financial accounting practices
5. Establish finance and accounting organizational structure
6. Develop management tools and reports to assess the financial health of the business to truly understand cash in and cash out
7. Develop pricing strategies to maximize profits
8. Develop and deliver staff training to support business goals

Measurement and analysis of business results

1. Develop financial reporting packages
2. Prepare and present financial statements for investors, creditors, and business owners
3. Evaluate financial results and recommend actions
4. Advise CEO or owner on financial issues
5. Provide industry benchmarks
6. Provide business process improvement analysis