Buildup Stage

At this stage, you need to focus on building the infrastructure and processes that provide meaningful financial information. You have moved beyond just counting numbers and should now begin organizing them in order to better analyze them. You are more focused on the present than the future, but should begin to stretch your financial capabilities to better predict cash flow and profitability. You have moved out of the Startup Stage and are developing more financial discipline and insight.

If you are ready to take your business to the next level, CFO Navigator can help. We can equip and guide your organization to:

• Ensure you have adequate accounting people and processes.
• Provide timely and accurate financial reporting.
• Introduce rolling future cash forecasting capabilities.
• Determine profitable and unprofitable customers/products/services.
• Prepare annual budgets to plan for results and assess progress.
• Provide meaningful financial and operational information through dashboards and reports.
• Liaise with banking/financing partners to ensure adequate access to cash to grow.