Reporting and Strategy with RightColumn

Where is your business going?  Where do you want it to go?  Do you know if what you are doing will get you there?

You are constantly having to make decisions on where your company is going and what progress are you making to get there.  In order to help with this it is important that you get the information that you need in a manner that is easy to understand and that you get it when you need it.  It is also important to have someone to help with choosing the right path and bringing a fresh perspective to the situation.

By partnering with Right Column for CFO services, strategy meetings will become much more productive.  We provide expertise and guidance so that you and your team can make key decisions for your company.  We will also eliminate the hassle involved with preparing the information you need to make those decisions.

With Right Column reporting, you can have the needed information at your fingertips without having to spend time keeping it updated.  We are just as comfortable with the internal financial workings of our clients as we are in the board room with their executive teams.  We perform well when down in the details as well as in high level strategy sessions.

Dashboard Reporting

• weekly snapshots of company performance against goals and budgets
• insight into areas of cash flow and collections
• income and sales pipeline views
• expense reporting and tracking
• all in a one page document that is easy to read…even on a tablet

Monthly Reporting

• full financial statement preparation
• company financial statement forecast updates
• budget creation in full collaboration with your team
• full recap of monthly performance with notes for your board
• full bank and credit card reconciliations
• 12 month cash forecast
• 12 month accounts receivable forecast
• 12 month accounts payable forecast
• additional reporting provided based on your industry and what is important to your team