HighMarK CFO

HighMark CFO Advisory Services

• Financial Strategy & Planning
  • Business Assessment: Review financial health and set growth targets.
  • Goal Setting: Define revenue and profit milestones.
• KPI Identification & Monitoring
  • Tailored KPIs: Track revenue growth, profit margin, CAC, and cash cycle.
  • Periodic KPI Reports
• Budgeting & Cash Flow Management
  • Comprehensive Budgets: Develop and manage budgets with rolling forecasts.
• Risk Management
  • Risk Assessment: Identify key financial risks.
  • Mitigation Plans: Address potential challenges proactively.
• Performance Reviews & Analysis
  • Regular Check-ins: Evaluate performance vs. targets.
  • Variance Analysis: Adjust strategies as needed.
• Financial Statement Preparation
  • Professional and accurate financial statements to present to banks and investors.
• Bookkeeping and Accounting Services
  • Professional full service periodic bookkeeping.