CFO & Analytical Services
The diverse team of finance professionals at StratiFi Partners, one of the top CFO and Analytical Services companies in Dallas, realizes that there is a big difference between financial data and financial information. And it is their goal to translate your financial data into good information that will lead you to make better short-term and long-term business decisions.
Using a Fractional Finance Team Model, StratiFi offers three primary services – all intended to give you the resources, skills and coaching knowledge to help you achieve business performance excellence. These three services are:
- Strategic Services are those that require the knowledge, experience, and skill set of a seasoned financial professional such as Chief Financial Officer. These services focus on long-term strategic planning and forecasting, improving cash flow and profitability, banking and other business relationships.
- Analytical Services are those that typically require the skill set of a Senior Financial Analyst. Their analysts identify financial and operational trends and key performance indicators (KPI’s) that measure the business. Once identified, the analysts develop reporting tools including business dashboards to assist in monitoring those trends and indicators. The analyst also works to educate management on the interrelationship of the financial statements and KPI’s.
- Transactional Services require the skill set of a Controller and related Bookkeeping Department. These are basic bookkeeping services that include account maintenance, monthly journal entries, account reconciliations, month/year-end close procedures, accounts payable processing, and review of financial statements.
These various services enable StratiFi to match the needs of the client with the right individual to service those needs but within the team concept. Rather than assigning just one professional to perform all of the services regardless of complexity, which often results in high cost professionals doing less complex work, StratiFi is able to perform each need with the appropriate level of person and cost.
