FINANCIAL ACCELERATOR

Transcription

1 FINANCIAL ACCELERATOR The integrated system that puts you in control of your business and family s future 1 CFO Guidance System Financial analysis, planning and tracking 2 CFO Dashboard On-demand financial monitoring 3 CFO Wealth Bridge Connect business performance to personal financial goals 4 Financial Freedom Builder The system for managing and tracking your financial freedom One of the biggest reasons people go into business for themselves is to control their own destiny to have more freedom. Unfortunately, many entrepreneurs don t have a system to achieve financial freedom. The Financial Accelerator system provides the missing link. It includes the essential tools you need to identify, track and manage the key factors that lead to financial freedom and accelerate you toward your goals. Fenton & Ross, An Accountancy Corporation Wilshire Blvd., Suite 360 Los Angeles, CA Tel: (310) Fax: (310)

2 CFO Guidance System Expert Financial Guidance and Solutions for Business Owners As a business owner, the key to accelerating your financial performance is linking your long-term goals and monthly results to your weekly activities. Great companies regularly plan, execute, measure and adjust under the guidance of a CFO. Most entrepreneurs lack these systems and controls. The CFO Guidance System combines easy-to-use planning and tracking tools with expert financial advice to guide your decision making and give you greater control of your business performance. Where are you now? Analyze and Diagnose Performance, Trends, and Issues Are you on course? Where do you want to be? Implement and Track Plan and Project Results, Goals, and Strategies Goals, Budgets, and Plans and Strategic Plans

3 CFO Dashboard Your Up-to-Date Online Financial Monitor The CFO Dashboard provides you with a snapshot of your key financial indicators, allowing you to instantly gain clarity and insight into your business performance. Examine your revenue, expenses, profits and cash balance at a single glance. Compare graphs of revenue, expenses, profits and cash balance with your goals. Drill down through key ratios and key numbers to get an instant picture of where you ve been, to enhance your understanding of where you re going.

4 CFO Wealth Bridge Your Business The CFO Wealth Bridge links the financial performance of your business with your personal financial goals and aspirations. It provides you with a clear picture of the relationship between your business and your personal finances knowledge that is essential to taking control of your family s financial future. Your Family and Investments

5 Financial Freedom Builder The System for Tracking and Managing Your Financial Freedom Only 5% of business owners ever achieve financial freedom. The other 95% are held financially captive. You achieve financial freedom when the cash flow from your investments is greater than your expenses. The key to attaining financial freedom is to consistently track and manage your progress using the Freedom Ratio. Cash Flow Your Freedom Ratio = Monthly from Investments Monthly Spending 100% Freedom Ratio Financial Freedom Your Money Works for You 50% Freedom Ratio You Work for Your Money 0% Financial Captivity Freedom Ratio What does freedom mean to you? DOING WHAT YOU LOVE Philanthropy, Hobbies WEALTH FREE TIME Financial Security Legacy Bequests Family, Travel

6 Financial Accelerator Details & Deliverables What You Get with Financial Accelerator Planning Meetings Quarter 1 - January thru March Monthly Dashboard Updates Reports & Documents CFO Wealth Bridge Report Quarter 2 - April thru June First Quarter Review Key Number Analysis Strategic Plan & Key Numbers CFO Wealth Bridge Report Quarter 3 - July thru September Mid-Year Review Key Number Analysis Net Wealth Report CFO Wealth Bridge Report Quarter 4 - October thru December Year-End Financial Review Key Number Analysis CFO Wealth Bridge Report Other Services I. Analysis II. Management Revenue tracking Budgeting Cash flow forecasting Trend analysis Accounting review Accounting department setup/staffing issues Employment issues Employee benefits consulting Job costing Insurance recommendations Compliance issues Internal control recommendations Process & procedure development III. Strategy Compensation advice Tax planning Succession/exit strategies Pension planning Intellectual property development Sales/marketing/pricing Fenton & Ross, An Accountancy Corporation Wilshire Blvd., Suite 360 Los Angeles, CA Tel: (310) Fax: (310)