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WELCOME TO SAGE CFO SOLUTIONS

CFO Business Advisory & Outsourced Accounting Services

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SAGE CFO SOLUTIONS

Wise business decisions start with exceptional financial management.  To run your business well and make the best decisions possible, you need reliable financial insights. Whether your company is growing or pivoting or if you’re simply looking at the landscape and engaged in scenario planning, we can help ensure your decisions are being made based on real numbers and experienced interpretation.

With Sage CFO Solutions, you get accurate, relevant, and timely reporting and financial insights to help you make wise business decisions.
Collaborating

Our Process

1

GOAL SETTING & ROADMAP

Establish a comprehensive understanding of your organization:

  • Business goals

  • Business concerns

  • Business drivers

  • Industry climate

  • Immediate priorities

2

DATA & PROCEDURE VALIDATION

Conduct a detailed review of your financial information and procedures, validating your business has the fundamentals in place for accurate reporting:

  • Evaluate existing team's capacity

  • Identify where existing team can be trained

  • Identify where our expertise can be applied

  • Install best-in-class procedures

  • Evaluate system optimization

3

ACCOUNTING & FINANCIAL REPORTING

To empower your company to make wise business decisions we deliver accurate financial reporting that you be confident in when making actionable decisions.

  • Income statement, balance sheet, cash flow statement, statement of equity

  • A/R and A/P aging

  • Custom reports based on your business needs

  • Audit preparedness

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4

CFO ADVISORY

Business leaders need actionable insights from their financial results. We can help you achieve your goals by providing:

  • Strategic planning

  • Profitability analysis

  • Budgeting and forecasting

  • Pricing models and evaluations

  • Develop KPIs

  • Industry consulting

5

TRANSACTION ADVISORY

Outside of the routine business operations may arise significant transactions that require significant consideration and expertise. We can help you navigate these milestones.

  • Merger and acquisition support

  • Due diligence support

  • Post-merger integration

  • Technical accounting

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OUR SPECIALIZED SERVICES

Fractional CFO

Technical Accounting

Outsourced Accounting

Audit Preparedness

System Optimization

Staff Training

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