SLC Advisory Group
Be confident in making decisions
Get the same financial, operations, and strategic oversight for which larger companies have dedicated positions, but at a cost and frequency that make sense for your company and your goals.
The information you need at your fingertips so you can see your progress from week to week, make corrections as necessary, and make confident decisions.
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A Fractional Chief Financial and Operating Officer (CFO/CFOO) as part of your strategic team brings:
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On-demand expertise for strategic direction and financial health
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Support in the implementation of projects or new ventures
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Advanced Business and Financial Modeling
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Assessment and improvement for outmoded process, policies, and work flows
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Direction for compliance with regulations
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Interim role support during search, as well as onboarding assistance
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Mentoring of internal staff to grow for retention of key people, and more
Your Deliverables
Company Finances & Analysis
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Monthly reviews of company financial statements
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CFO perspective on cash flow and managing upcoming challenges
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Monitor your budget to actual
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Financial projections and analysis for year-end planning
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Oversight of bookkeeping, payroll, and financial relationships
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Quarterly and Annual reporting for boards and partners
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Guidance for getting from where you are to where you want to be
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Strategic & Business Planning
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Streamline planning Financial and Business Decision Models
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Real-time information as you move through your decision-making process.
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Wrap-around strategic planning process, complete with facilitation for your team
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Authorship and publication formats that highlight the specific needs of your organization, key leaders, or financial institution
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CFOO perspective and insight into the financial feasibility of goals, profitability analysis, working capital needs, driving change across departments, and more
Business Management & Operations
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Support in building systems from the ground up or revising current systems
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Collaboration with your team in executing process
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Development of tools to monitor measures of success
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Development and use of departmental dashboards to track and understand company progress
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Reporting on key numbers from week to week to anticipate needed course corrections, and more
1. Let's discuss your goals & definition of success
2. Let's see what you've built & how it runs
3. We'll collaborate with you & your team to build a plan
4. We'll work side-by-side with you to execute the plan
Break the endless cycle of frenetic days with little progress, and achieve a better balance between spending your time growing your business or being buried by it...
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...Get the benefits of a strategic "goal partner" and receive the financial expertise, operations experience, and side-by-side execution you need to be confident that your business is running as it should while you're doing what you need.
