Office of the CFO strategic road map
A guide to maturing your organization
Increasing your business’s financial maturity is a journey – a CFO road map can help give you a clear path
As a CFO, you want to improve your finance and accounting functions – but in the day to day of meeting your business’s needs, it can be hard to know where to turn.
Maybe your business is acquiring and is targeting new, aggressive growth goals. Or maybe you are managing investor inquiries while facing increased reporting requirements. Or you might need to understand cash positions to prepare for the future. In all of these scenarios, growing your financial maturity is a key to success.
But you might be lacking the right people, processes, or technology to hone your financial reporting and accounting internally. And if you don’t have a plan, it can turn your work into a big game of catch-up – which means you’re not getting ahead. Our team can help you increase the maturity of your finance and accounting functions with our office of the CFO road map.
Ways we can help
Our office of the CFO road map can help you scale your accounting and finance functions for your next chapter of growth by identifying your key business drivers and using those to determine the timelines for short- and long-term priorities.
Business drivers
Timelines
Business drivers
Business drivers
Based on discussions with various stakeholders in your organization, our team can help you understand what your business needs to meet your growth goals.
People
Our team can help you build an accounting function that improves oversight, removes redundancies, and promotes efficiencies across the company, including plans to optimize current roles and hire for new ones.
Processes
We can work with you to create a plan that promotes standardization, increases speed to delivery, and reduces risk to your business by adopting unified, documented, and integrated procedures for the accounting and finance functions.
Technology
From applying tools and solutions to developing a data-driven culture, our team can help you look at your current systems and determine what’s missing – and how you can fill in the gaps to support growth and agility.
Our team can help you build an accounting function that improves oversight, removes redundancies, and promotes efficiencies across the company, including plans to optimize current roles and hire for new ones.
We can work with you to create a plan that promotes standardization, increases speed to delivery, and reduces risk to your business by adopting unified, documented, and integrated procedures for the accounting and finance functions.
From applying tools and solutions to developing a data-driven culture, our team can help you look at your current systems and determine what’s missing – and how you can fill in the gaps to support growth and agility.
Timelines
Timelines
Focusing on both immediate priority projects and long-term strategic goals, our team can help you prioritize and plan for your current and future needs.
Tactical
Our team can help you develop tactical timelines that address immediate risks, generate quick wins, and tackle the beginning stages of strategically important projects. Plus, they set the foundation for future success.
Strategic
We also can help create strategic timelines that include long-term initiatives to realize your overarching strategy of centralizing, standardizing, and formalizing the accounting and finance functions of your business.
Our team can help you develop tactical timelines that address immediate risks, generate quick wins, and tackle the beginning stages of strategically important projects. Plus, they set the foundation for future success.
We also can help create strategic timelines that include long-term initiatives to realize your overarching strategy of centralizing, standardizing, and formalizing the accounting and finance functions of your business.
Work with us
With a full suite of offerings, our team has the expertise and experience to help you develop and improve your accounting and financial functions. Plus, we’re part of a full-service firm – which means we might have the resources to help with other needs along the way. Contact our team today and ask about developing a custom office of the CFO road map for your business.
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