McCoy Accounting Advisors
Unlock your business’s financial potential with our seasoned professionals who provide
strategic financial leadership. We guide your organization through complex financial
landscapes, empowering you to drive growth and achieve long-term success.
Financial Reporting
Our CFO Report offers a rolling 13-month review of your Balance Sheet, Profit & Loss statements, and Cash Flow, providing a clear view of your financial health. We perform a Critical 4 analysis focused on key performance indicators—Revenue, Gross Profit, Net Profits, and Cash—to uncover trends and drivers of your financial performance. Additionally, our trend analysis identifies patterns in your data, empowering you to make informed decisions and adapt strategies proactively. With our comprehensive reporting, you’ll gain the insights needed to drive growth and enhance profitability.
Cash Flow Management and Forecasting
Effective cash flow management is vital for your business’s sustainability and growth. We provide a detailed 6-week cash flow forecast for short-term visibility into inflows and outflows, alongside a comprehensive 12-month forecast for long-term financial planning. Additionally, we work with you to create a customized weekly cash flow tool tailored to your business model, enabling real-time insights and proactive management. With our expertise in cash flow management and forecasting, you can ensure your business remains financially agile and prepared for future challenges.
Budgeting & Projections
Our budgeting and projections services equip you with a comprehensive 12-month budget for the upcoming year, enabling you to plan effectively for financial success. We also provide Critical 4 projections—covering Cash, Revenue, Gross Profit, and Net Profits—over a 12 to 18-month horizon to help you anticipate financial trends and make strategic decisions. Coupled with our detailed CFO report, you’ll gain valuable insights into your financial trajectory, empowering you to optimize resources and drive sustainable growth.
Goal Setting
Our goal-setting services help you identify and articulate both personal and business objectives. We assist in planning financial targets aligned with your aspirations, including Personal Goals, Income Goals, Lifestyle Goals, and Community Goals. For your business, we focus on long-term objectives—spanning 1, 3, 5, and 10 years—covering Structure, Systems and Reporting, Strategy, and your Big Hairy Audacious Goal (BHAG). This comprehensive approach ensures that your financial strategies are directly aligned with your vision for success.
Check-in Calls
We prioritize ongoing communication through bi-weekly check-in calls, ensuring you receive consistent support and guidance. Additionally, our monthly CFO report calls provide a comprehensive overview of your financial performance, allowing us to discuss insights, address concerns, and adjust strategies as needed. This regular engagement helps keep your financial goals on track and fosters a collaborative partnership.
Technical Oversight and Support
Our Fractional CFO services include providing technical oversight, support, and feedback to your company’s internal bookkeeping and accounting personnel. We ensure that your team has the guidance they need to maintain accurate financial records and adhere to best practices. By offering expertise in financial processes and tools, we empower your staff to enhance their skills and efficiency, ultimately contributing to the overall financial health of your business.
Tax Planning & Strategy
As part of our advanced Fractional CFO package, our Tax Planning and Strategy services offer a comprehensive Annual Tax Planning Report designed to minimize tax liabilities and enhance your financial strategy. We conduct bi-annual reviews with your management team to evaluate progress and adjust as needed; while keeping you updated on significant tax law changes. This proactive approach ensures compliance and maximizes savings opportunities, positioning your business for ongoing success.
Benefits of a Fractional CFO
Executive-Level
Financial Leadership
A Fractional CFO provides high-level financial expertise without the costs associated with a full-time executive. This allows you to allocate resources more efficiently while still receiving top-tier guidance.
Enhanced Financial
Oversight
A Fractional CFO offers comprehensive oversight of your financial operations, ensuring accurate reporting and compliance with regulations. This expertise helps mitigate risks and safeguard your company’s assets.
Strategic Planning
and Insights
Benefit from the strategic insights of an experienced CFO who can help set long-term goals, create financial projections, and develop strategies to drive growth, ensuring your business remains competitive.
Improved Cashflow
Management
A Fractional CFO can help your business optimize cash flow, providing forecasts and actionable strategies to ensure your business has the necessary liquidity to meet obligations and seize growth opportunities.
