Phone: 763-242-8198
Your organization may find itself in a period of transition where the loss of a financial leader leaves a gap in the organization while a replacement is identified. With over 15 years of finance leadership experience in organizations ranging from Fortune 50 companies to start-ups, Meta-Biz can provide the leadership to assist your organization through these interim situations.
Often, small to mid-size businesses have financial needs that extend beyond an accountant or bookkeeper, but cannot justify the cost of a full time CFO or Controller. A core mission of Meta-Biz is to provide the experience, expertise and insights of an experienced financial leader to small and mid-sized organizations at a reasonable cost. From a few hours a week to a few hours a month, whatever the needs of your specific organization are, Meta-Biz can provide the financial expertise you need without breaking the bank.
Most finance teams run lean and work hard to meet day to day requirements. This leaves minimal resources to take on incremental projects that often have long term benefits to the organization. Interim project support can be crucial to success in these situations. Meta-Biz has the experience to step in and provide the cost effective assistance you need to ensure that success.
You have probably heard the saying, "If you don't know where you're going, any road will get you there". This statement exemplifies why strategic planning is critical to any business. A clearly defined mission, vision, goals and plans to achieve those goals is vital to any organization. Often an independent and experienced voice can provide critical insight during the strategic planning process. Whether your organization is large and complex or a sole proprietorship, we have the experience to assist you in strategic plan development at a cost that makes sense.
Numbers are the language of business. Having a strategic plan is critical; however it's just as important to translate that plan into a complete and measurable financial forecast of your operations. For many small businesses, just developing a budget can seem like a daunting task. For large organizations, building a financial plan that is a true road map to success and yard stick by to which to manage the business can be an equal challenge. We have the experience to work with any size organization in developing driver based, measurable budgets and forecasts based on clear business assumptions translated from your strategic plans. Budgets you can use to help run your organization, not just calculate annual bonuses.
Thinking of starting a new business? Perhaps you are looking at a franchise opportunity, or buying an existing business? Performing a unbiased evaluation of these opportunities, developing a complete, concise and effective business plan, ensuring you have appropriate capitalization for your new venture are all areas of concern when looking at starting your own business. We have been in your shoes. We know the excitement of the opportunity. We also know that excitement can get in the way making an impartial and critical analysis of a potential new venture. An independent and experienced voice is not just helpful in these situations, but often necessary in going through the evaluation process. We have the experience be that voice.
Implementing a sound financial record keeping system is critical to any business. We can assist your small to mid-size business in implementing or revamping your current systems or processes. Financial record keeping is more than just an accounting system. It also includes the processes and procedures that surround that system to ensure timely and accurate financial reporting, and the safeguarding of your company's assets.
The importance of maintaining accurate financial records for your business cannot be overstated. Beyond the regulatory requirements, accurate record keeping is the foundation of the most powerful tool you have to measure your business success, your financial reports. Developing and utilizing financial reporting is critical to understanding the current state of your business. Finally, once solid financial reporting is established, analyzing those reports to not only understand the current state of the business, but also identify opportunities for future growth are critical to any business. Regardless of the size of your organization, Meta-Biz can assist in developing and implementing financial reporting and analytical tools to help drive your business to future success.
For many small businesses, the focus on financial reporting is to minimize tax liability, and rightfully so. However when the time comes to sell your business, the objective swings 180 degrees to presenting your business in a positive light to drive maximum valuation from potential buyers. At Meta-Biz we are experienced in making this transition and can help you accurately represent the true value of your business to drive maximum value when it's time to sell.
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