Most people think that accounting is primarily about reporting the past. Strategic leaders, however, understand that their company’s numbers are not just numbers, but an asset to their growth.
With a future focused approach and an effective fractional CFO, accounting can do so much more than simply recap what happened yesterday. Rather, it can help you utilize data to chart a path to your profitability goals.
By partnering with Blueprint CFO, you will have a strategic thinker on your side, not just a historian. This way, you can continue to focus on your zone of leadership genius, while knowing that your growth-minded Blueprint CFO has their finger on the pulse of your company’s financials – past, present, and future.
CEO of Middle-Market General Contracting Company
Our niche market is small to mid-sized companies ($5 to $50 million) that are privately held. We service companies in many industries including, but not limited to:
While many financial service providers dwell on past performance, we focus on the future, tracking what’s working – and what’s not – to accelerate and help grow your top and bottom line profitability.
While many financial service providers dwell on past performance, we focus on the future, tracking what’s working – and what’s not – to accelerate and help grow your top and bottom line profitability.
Our team can help your company to establish high-level banking relationships, and offer expert advice and support when it comes to sourcing bank loans, etc. Additionally, we can review and determine the optimal capital structure for refinancing or a liquidity event.
We can prepare, create and/or review financial statements. This includes providing trend analysis, developing cash flow projections, and tracking operational and financial performance, with insight into budget and forecast variances.
Blueprint CFO can partner with company leadership to improve strategic business plans and assist with the development of organizational growth strategy. We can also create financial reporting packages and proformas for capital raises, investments, acquisitions and/or banking requirements, and provide due diligence on company-focused deals.
Whether you have an internal team in place or need more hands-on assistance, Blueprint CFO can oversee and advise your accounting and finance department. From preparing general ledger transaction entries to completing month-end closes, forecasting to crafting financial statements, developing customized reporting packages to implementing more effective software, Blueprint CFO can bring you everything from a supportive junior or senior accounting team, all the way to high-level strategic CFO consulting.
We can assist your HR department with employee benefits planning, and can also perform compensation studies to ensure best practices are implemented across the business.
Blueprint CFO can work with businesses to review insurance needs and requirements, as well as plan for taxes and R&D credits.
Our team can partner with company leadership to establish goals and objectives for the company, for both the short and long term. Additionally, we will help leaders develop meaningful Key Performance Indicators (KPIs) to track and measure results.
We believe that being data-driven is key to profitability. As such, we can help you create meaningful dashboards and scorecards for your business, analyzing performance against key performance indicators and other factors. Our profitability reporting and analysis tools will help drive business decision-making and provide insights into trends, predictions, results, and potential strategic direction moving forward.
Blueprint CFO will work with executive leadership to determine shareholder value, and run various models to determine estimated company valuation. Together, we will determine milestone objectives to increase shareholder value and track company performance in relation to these targets. We will review your company’s organic and acquisition growth options to create shareholder value, and emphasize tax planning to optimize shareholder value upon a sale or purchase. We can also focus on Initial Public Offering (IPO) Planning and Readiness.
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