Fractional CFO & Advisory Services for Nonprofits and Small Business
The goal isn’t more financial information. It’s better financial decisions.
Running a business requires more than accurate books and financial reports. At some point, the numbers need to become decisions. With more than 45 years in finance, including 21 years as a CFO, Penny brings a CFO-level perspective to help business owners understand what their financial information is telling them, anticipate what may be coming next, and make decisions with greater confidence. At Streamlined Books LLC, fractional CFO and advisory services are designed to give you experienced financial guidance without the cost of hiring a full-time CFO.
Budgeting & Forecasting
Cash Flow Management
Financial Analysis
Profitability Analysis
Business Financial Strategy
Monthly Financial Reviews
Scenario Planning
Key Performance Indicators
Job, Program & Fund Analysis
Growth & Capacity Planning
Build realistic budgets and forward-looking forecasts so you can see where the business may be headed before you get there.
Understand when cash is coming in, where it is going, and what may be needed in the weeks and months ahead.
Go beyond the totals to understand changes in revenue, expenses, margins, debt, cash, and other important financial measures.
Identify which customers, jobs, services, departments, programs, or funds are generating results and which may need attention.
Use your financial information to evaluate opportunities, control costs, plan investments, manage growth, and make better long-term decisions.
Review Profit & Loss, Balance Sheet, cash flow, budget performance, and other key reports regularly so trends and potential problems can be identified early.
Explore the financial effect of decisions before you make them, such as hiring an employee, adding equipment, changing prices, expanding services, or taking on additional debt.
Identify and monitor the financial measures that matter most to your particular business instead of relying only on generic reports.
Break company-wide results into smaller pieces to understand exactly where profits, costs, and cash are being generated or consumed.
Determine whether the business has the cash flow, profitability, staffing, and financial strength to support its next stage of growth.
At Streamlined Books LLC, the goal is not to overwhelm you with more reports. It is to identify the information that matters, explain what it means, and use it to help guide the business.
Ready to start advisory services?
If you need help understanding your reports or think CFO level advice could help, Streamlined Books LLC is ready to support you.
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