Creating & Clarifying Your Business Plans.

Are you in growth mode and unsure about what future investments you can make into the business? Need professional financial advice but can’t afford a full time CFO? Do you struggle with sources of capital or with what your next move should be to continue your current success? We can help.

Our Business Strategy services can provide you with objective insight and in-depth analysis to help you identify, enhance and achieve your goals.

Utilizing Our Extensive Real-World Experience
We Can:

  • Define or clarify business and strategic plans
  • Quantify your financial goals by creating budgets and forecasts
  • Develop and monitor measurable Key Performance Indicators (KPI)
  • Provide a financial risk assessment
  • Provide financial improvement plans
  • Provide fundraising support and M&A expertise
  • Cash flow projections
  • Perform a myriad of financial analyses including profitability and trend analyses
  • Prepare management reports and presentations for boards, banks, and stakeholders
  • Provide an objective opinion when you’re making tough business
  • Financing and banking needs

Areas of Expertise

“I’m not sure what we did before Caryn and her team stepped in. She has managed to simplify the complicated and helped streamline our business processes. She has given us sound advice and has held our hands along the way. Caryn has been a life-saver!”
― Magaly Plunkett, COO – Daniel H. Cook & Associates –