Finance and Advisory

Finance and advisory support makes a great next service addition, as clients gain traction and grow because it helps them navigate big, scary financial decision making with confidence. Once the numbers are dialed in, and the accounting is humming away, we find many clients seek more of that advisory level insight, but are not in a position to hire an in-house CFO. Common needs that require advisory is to manage hiring, keep investors up to date, or map out big steps with forward-facing financial input. Who better to offer that than the team that knows the numbers inside and out already? If some of these challenges are hitting home, we can help. Take a look to see how it can benefit your business. What Is It? Accountfully's Finance and Advisory services enhance our standard accounting package by providing a forward-looking cash and profitability outlook. While your accounting is focused on more reactive management, finance and advisory are important to look ahead and plan beyond the immediate data at hand. When Do I Need It? A client will need finance and advisory support when: ▶︎ seeking funding or investors ▶︎ planning for large purchases ▶︎ hiring ▶︎ managing a not-so-normal cash cycle ▶︎ you prefer a more proactive approach to planning, overall