Financial Management Service for Your Business

Part –Time CFO or Financial Business Consultant Services

Do you understand the necessity of having good advice on the financials of your business? Or do you need a part-time, affordable CFO (chief financial officer) to help your business? As an experienced financial business consultant, I can offer you an exceptional financial management service, resources and solutions for your business banking and financial needs.

If your family-run business operates on QuickBooks Desktop or QuickBooks Online, is located in the North Okanagan area and, if you have been in business for more than three years, then I’d like to invite you to coffee to talk about my part-time financial advisory services.

I’ve been a business banker for more than 34 years and have helped many business owners successfully get the financing that they needed to grow and sustain their business. I can do that for you.

I love working with Entrepreneurs who have been able to develop a market for their product or service and are ready to take their business to the next level of performance but are unsure of the roadblocks and risks that lay ahead. I can quickly analyse the current financial health and bankability of your company, as well as help with the strategic planning and assistance necessary to build a successful loan application.

In our first meeting, I’ll be able to:

  • Instantly advise you on the most important areas of your business to focus on so that you can maximize profits and improve cash flow.
  • Spot risk indicators and compare your business performance against industry averages and competitors.
  • Analyze your inventory, cash, receivables and sales trends.
  • Examine your business’ financial performance with monthly, quarterly or yearly views.

As I get to really understand your business, we can progress to more strategic planning and to setting financial goals. I’ll support you and hold you accountable to achieving your goals and targets.

With my 34 years of business banking experience I can also help you understand how lenders look at your company and identify which metrics matter the most – to enhance your business’s bankability. This is absolutely necessary when your business starts to grow rapidly and needs capital. Don’t make the same mistakes that countless entrepreneurs have made by not asking for a large enough line of credit and getting blindsided by cash flow issues. Manage your business’ financials pro-actively and have a plan that supports your goals.

These are just some of the activities that my professional financial management service can provide to business owners who are focused on succeeding in their business.

Contact me today for a meeting – I’ll be able to quickly demonstrate the advantages of managing your financials effectively. My company, Summit Fiscal Management, is located in Vernon and I work with clients in the Okanagan region.

Discover Hidden
Profits in Your Business

CALL 778-846-1554