CFO Advisory & Financial Consulting

SBS offers comprehensive financial consulting and CFO-level advisory services as part of long-term client engagements.  Our goal is to put our clients on a path toward improved processes and cleaner, more real-time financial data to shape decision making and overall strategy.   

 

What sets us apart?
At SBS, we take a relationship-driven approach (as opposed to a transactional-based one) and always act with the vested interest of an equity partner in your business.  We keep an eye on your day-to-day to better manage your big picture. 

 

Financial Consulting Services include:

• Full management and routine maintenance of all in-house accounting/financial systems & processes

• Regular preparation, audit, and analysis of financial reports and key performance indicators

• Ongoing dialogue with ownership/management on financial data, comparison with benchmark data & budgets, and use in building organizational milestones

• Financial modeling & forecasting for strategic planning

• Full cash flow management services

• Implementation of tech solutions for more automated and efficient workflows, and more reliable and engaging financial data

• Financial management systems and process consultation

 

Who do we work with?

SBS works with a wide variety of clientele across industries, entity structure, and revenue size.  The following characteristics are typical of our CFO advisory clients:

• Sustainable or increasing annual financial performance

• Companies at a stable maturity stage in need of ongoing financial counsel

• Clients with minimal in-house financial & back office support

• Organizations led by open-minded Founders/Ownership with a growth & continuous improvement mentality

• Companies in early-stage growth mode