CFO Advisory Services
Stay ahead of the competition with help from advisors who keep up with the latest technology for solving problems or seizing opportunities.
Fractional CFO Advisory Services and Focus on Your Business
We want you to accomplish your personal and business goals, increase your net worth, and find free time to pursue the things in life that matter most to you. K2 Financials’ CFO advisors analyze and get to understand your business, so you can pursue success.
Grow Your Company with Confidence
Fractional CFO Advisory Services
Businesses of all sizes can benefit by working with a CFO. At K2 Financial our fractional CFO advisory services include a committed CFO who will understand the ins and outs of your business. We offer scalable solutions for one-time projects or on an ongoing basis. Here are some of the ways we help our clients:
Cash Flow Optimization
We will manage your day-to-day cash flow so you can focus on your business.
Financials
We will translate financial information such as your profit and loss statements into plain English so you understand how your company is performing and can manage accordingly.
Key Performance Indicators
We evaluate your successes and goals so you can make the best decisions.
Profitability Analysis
We present you with a Profitability Analysis in which we examine your company’s revenues and costs to determine its financial performance.
Pricing and Cost Analysis
We help you determine the optimal selling price for your product or service.
Business Coaching
Entrepreneurship can feel like you’re on a rollercoaster, it’s thrilling and rewarding but with so many moving parts. Our business coaching services enable owners to solve business challenges by developing a roadmap and aligning your team. If you are struggling with defining your core values, breaking through the ceiling, or any of the other business challenges so many owners face, we can help.
Business Assessment
We will analyze your business to see what the best options are for growing your company.
Business Plans
We will help you grow your business by developing a plan that is realistic.
Business Structure
We will help you structure your business so that is profitable and makes the most sense from a tax perspective, so you can start to enjoy your free time.
Capital Procurement and New Business Lines
Are you planning to raise capital? Do you have a financial plan? Do you know how much capital you will need to market your brand? Our advisors are experienced in these areas and can help you plan for your next capital raise.
• Financial Forecasts
• Business Capital Procurement Presentations
• Capital Deployment Strategy
Financial Advice for your Bottom Line
Our CFO advisors at K2 Financial have helped many businesses grow and will commit themselves to helping you achieve long-term success. They will provide you with valuable information and insights, explaining what you do well and what you could do better. Together, you will make the right decisions to grow your business.
Improve cash flow, increase profitability, and plan for growth with help from experienced CFO advisors who have helped businesses grow. Growing business’ finances become more complex, K2 Financial grows with you, giving you the answers you need with every new problem or issue and helping you keep costs down and maximize your companies’ resources.
Confidence
The more your business grows, the more complicated your finances become. We help you keep up without getting ahead or falling behind. We will maintain accurate, up-to-date financial information and will tell you if you overspend or underinvest. You can trust our financial guidance to keep your business profitable and your life enjoyable.
Unlock your potential. Meet with an Accounting or CFO advisor who can help you grow your business.
