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Outsourced CFO

CFO Services

The CFO, or Chief Financial Officer, is the highest position within an organization’s finance department. Often times hiring a full time CFO can be cost prohibitive, yet operating without a CFO’s expertise can result in a poorly functioning finance department. That is where we come in. We can provide you a suite of CFO level services made to order, so you can have the expertise without the cost.

At My OC Bookkeeper our CFO services are designed with the needs of business owners in mind. We provide the expertise of a larger organization with the agility of a boutique firm. Whether you need project based support or an ongoing engagement we can offer just the right amount of support at just the right time. Don’t miss out on the skills of a CFO because you can’t afford one full time – that’s exactly what we are for.

We partner with companies from all over Southern California, whether it’s Orange County, San Diego, Los Angeles, or Riverside. Our typical services include financial modeling, budgeting, business plan development, and software implementation, but above all our goal is to provide you with whatever you need to take your business to the next level. In addition, we offer Bookkeeping and Accounting support. Read on to learn more.

Financial Modeling

A financial model is an analytical tool that predicts future business outcomes based on a selection of variables. It’s often expressed through predicted future financial statements (the income statement, balance sheet, and statement of cash flows), and is a regular companion to a business plan. Financial models can be relatively simple or extremely complex – but regardless of the complexity they provide a dynamic glimpse of possible future outcomes that can be used to make better decisions in the present. We LOVE making financial models. It’s fun for us, so don’t hesitate to reach out.

Budgeting

Corporate budgeting is the process of establishing expected future revenues and expenses and using these expectations to guide your operational behavior. As your business passes through the budgeted time period you can tweak your operations based on differences between your budget and what actually occurs. (The process of comparing your forecast to reality is known as budget to actual analysis.) All of this is right up our alley. If you need some help with your ‘budget vs. actual’, and want to stay laser focused on your goals, let us know.

Business Plan Development

Developing a business plan is essential when starting a new business. A good plan will guide your strategic decisions, aid in acquiring financing or investors, and provide you with an invaluable opportunity to refine and evolve your idea. The value is not just in the plan itself, but also in the process of creating the plan. We have helped entrepreneurs across industries develop sophisticated plans and have honed a process to create the optimal articulation of your vision.

Software Implementation

Developing a business plan is essential when starting a new business. A good plan will guide your strategic decisions, aid in acquiring financing or investors, and provide you with an invaluable opportunity to refine and evolve your idea. The value is not just in the plan itself, but also in the process of creating the plan. We have helped entrepreneurs across industries develop sophisticated plans and have honed a process to create the optimal articulation of your vision.

Whatever You Need

A CFO’s role isn’t limited to a discrete list of services – their job is to solve whatever needs to be solved and fix whatever needs to be fixed, whenever. That’s the way we view ourselves when engaging as a fractional CFO. Our top priority is to help you reach your goals, whatever they may be, and overcome obstacles, whatever they may be. So if you’re looking for a partner that can evolve with your organization and attack an everchanging list of challenges, you’ve come to the right place.

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