We can also help you in the following areas
Process Review & Improvement
My Summit CFO will improve your daily financial processes, accounts receivable, billings and collections, payables and disbursements and payroll by ensuring all transactions are being processed in the proper internal control environment in the most efficient manner possible.
We assist the business owner in developing a strong strategic financial plan incorporating elements needed to develop, monitor, and direct the implementation of the company’s business plan and develop performance measurements in support of the company’s strategic goals.
Manage Key Business Relationships
My Summit CFO can assist the business owner with managing key time-consuming business relationships with bankers, auditors, attorneys, insurance brokers, financial & estate planners, vendors, & other key business contacts. This allows the business owner to better focus on the core aspects of the business.
When it comes to borrowing or raising equity, My Summit CFO can provide financial information in the format that lenders and investors want to receive. Whether it’s a line of credit, facility lease, equipment financing, or real estate loan, My Summit CFO can help your company succeed in obtaining these funds and negotiating a favorable result.