Our Services

Quantum CFO Advisory and Services (“QCFO”) goal is to enhances your financial reporting so you can make informed business decisions that will maximize your Company’s Revenues, Profits, Cash Flow and Enterprise Value. The following services are available to achieve these goals:

Strategic Planning & Vision

Establishing Strengths, Weaknesses, Opportunities, Threats (SWOT), Objectives and Key Results (OKR’s), Acquisition & Organic Growth, Potential Sale, Generational Transfer and Staffing – ensuring that all the right people are on the bus, and are in the right seats.

Accurate and Timely Financial Reports, Increase Profitability & Margins (ie. Price & Volume Relationship, Customer Acquisition Costs, Vendor Terms and Conditions), Loan Covenant Compliance, Evaluate and/or Implement Systems for Optimal Financial Reporting, Building and Coaching your accounting & finance team, Establish Key Performance Indicators (KPI’s) and External Audit Preparation & Support.

Financial Management & Reporting

Cash Flow Forecasting, Yearly Budgets (Collaborative Strategic Plan), Monthly Forecasts (Factual & Probable) and Projections as (Subjective and Speculative).

Budgeting, Forecasting & Projections

Communicate operational & financial outcomes to owners/shareholders, board and management.

Stakeholders Relationships

Policies, Procedures & Internal Controls, Regulatory Compliance Management, Risk Assessment & Management, Insurance Review and Internal Audit.

Risk, Regulation Compliance & Controls

Loan Reviews & Modifications and Raising Capital.

Banking & Financial Resources

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