Stop Being Reactive
- Are you using the ideal accounting systems/processes for your business and industry?
- Do you struggle with the same operational challenges and opportunities?
- Do you know how you measure up to your competitors?
Here’s How You Get The Perspective You Need
When you base your business on financial data, you can make confident and impactful decisions. Use the insight your information is offering.
Systems Evaluation and Implementation
We analyze your current systems and processes to identify critical areas of improvement to streamline and enhance your reporting capabilities.
Financial Modeling
We provide accurate business projections to help you forecast revenues and expenses, manage cash flow, analyze monthly performance and drive growth.
Strategic Advisory Services
We deliver expert analysis of your financial data to help you guide future decision-making that impacts the longevity and value of your firm.
Here's how to get started:
1. Schedule a No-Obligation Call
Your time is valuable, and we don’t want to waste it. Let’s schedule a discovery meeting so we can discuss your needs and confirm there’s a fit.
2. Receive Your Accounting Review
We'll review your accounting documents, then provide you with a customized report that includes our findings and our recommendations for moving forward.
3. Attend Review Meeting
We'll host up to a 2 hour meeting to review our findings and recommendations, answer any further questions and outline how we'll work together.
4. Review Your Proposal
Working from our review, we’ll provide clear and actionable recommendations for improvement related to your particular processes, software, and systems.
5. Engage Us For Your Needs
If you approve of our recommendations, you’ll sign an engagement letter and we’ll start work!
Make the Most of Your Financial Data
Lescault and Walderman understand the immeasurable value of the financial information in your accounting system. We want to help you make the most of it.
Our CFO services an increased understanding of your core business operations. You’ll be able to identify operational inefficiencies and focus on the most useful and insightful data.
Our financial models are integrated and segmented by fixed and variable costs. They include interest rates, AP/AR days, fringe rates, inventory turns, and any industry-specific variables that may impact them. You can use customized financial models to address and track specific factors and present on those factors at finance meetings.
Our budgeting and forecasting help you better manage cash flow, business costs, and labor needs. They can also be used to improve inventory control and production schedules. When properly employed, these advanced financial management tools provide you with an insightful vision of your operations.
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The Five Biggest Mistakes Business Owners Make
Frequently Asked Questions