Expert Financial Systems Management Services
Financial Systems Manager: Advanced Financial Strategy & Support
Our financial systems management services are the ultimate solution for businesses seeking comprehensive financial oversight and strategic support. Building on the robust capabilities of both our virtual bookkeeping and virtual accounting services, this plan introduces advanced features tailored to elevate your financial management to new heights.
With the Financial Systems Manager, you gain in-depth cash-flow forecasting, enabling you to plan and anticipate future financial needs accurately. We also set up and monitor Key Performance Indicators (KPIs) to keep your business performance in check, aligning operations with your strategic goals. Custom budgets and forecasting are crafted to support your unique business model and growth aspirations.
Additionally, this service supports client bidding and pricing strategies to enhance profitability and competitiveness. We also stand ready to represent your interests in meetings with third parties like CPAs, bankers, and investors, ensuring your financial narrative is compelling and coherent.
Leadership principles are not left behind; we instill robust leadership and subordinate guidance to foster a strong organizational culture. Our team is equipped to handle business or creditor negotiations, adding a layer of strategic advocacy to protect and advance your interests.
Further, we can assist in building out a corporate intranet for improved internal communications and manage other ad-hoc analysis and miscellaneous tasks that demand expert attention.
Choose our financial systems management services for unmatched financial intelligence and proactive management that drives your business forward.
Primary Solution
Our virtual accounting company is the solution to increasing your bottom line. We are laser-focused on finding ways to improve your business, and we reduce the stress of operations allowing your company to focus on clients and sales.
There are multiple ways a PRG Virtual CFO can add value to your bottom line. Below is a summary of two common service offerings:
Financial Systems Manager Plan
($749/week)
- Cash-Flow Forecasting
- Key Performance Indicators (KPIs)
- Custom Budgets & Forecasting
- Client Bidding / Pricing Support
- Available to Meet w/ Third Parties (CPA, Banker, Investor, etc)
- Instill Leadership & Subordinate -Leadership Principles
- Business or Creditor Negotiations*
- Corporate Intranet Build-Out
- Other Ad-hoc Analysis & MIsc. Tasks
- Complex negotiations (A/R, A/P, Vendors, etc)
How Does Simple P&L Work?
- You will have a dedicated liaison to your CPA
Having a dedicated liaison to your CPA will save you time and reduce stress
- You will have regular one-on-one meetings
PRG will provide leadership to your team
PRG Simple P&L Framework
- More Profit
- More Strategic
- Less Heavy Lifting
- Build More Wealth
Exceptional Bookkeeping
- The basis for Profit First Accounting and the foundation for data driven leadership.
- Without exceptional bookkeeping, you cannot steer your company.
Frictionless Workflows
- Critical data from all operational and financial workflows is quantified, understood and stored in the proper place immediately and efficiently.
- Limited disruption to employees’ daily routines.
- Workflows are fully understood by the CEO (through the help of PRG), but delegated to subordinates, and quality control is managed via high-quality reports.
Operational Metrics & Key Performance Indicators (KPI’s)
- Build your company’s unique KPI dashboard.
- Emphasis on data impacting future goals, current challenges and industry specific benchmarks.
Organizational Structure
- Rigorous analysis on what each employee is responsible for, and how work flows throughout the matrix.
- Understood by employees, documented thoroughly, and continuously analyzed over time.
Leadership
- Lead with mission, purpose and core values, i.e. “why” we must perform the work a certain way.
- Development of subordinate leadership structures.
- Positive feedback loops & limitless potential.
Industries We Serve
PRG offers a customizable, scalable, and cost-effective system, outperforming most alternatives.
Claim Your Strategy Session
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