Financial Consulting Services
Safety Lock Consulting is here to give you access to outsourced CFO services without having to hire them as full-time employees. We can be as flexible as needed yet consistent and reliable to help you optimize your budget and your output. The outsourced CFO package is managed by our in-house CFO along with a team of CPAs and bookkeepers as needed.
We offer complete or piece-meal CFO and data analytics functions that include:
General CPA level accounting
Tax preparation and filing
Financial budgeting models
Expected vs actual expense analysis
Financial projection models
Capital raising guidance and material preparation
Customer analytics tools
Financial representative at board meetings
Our process is entirely customizable to your business, but we do tend to follow a broad strategy. The first month will involve assessing the current state of financials, carrying out any necessary clean up – bookkeeping, systems, data tracking, etc, and then planning a customized strategy for your needs and next steps.
In the following months, we will focus on management and looking forward. This involves maintaining financials and product/customer level data and building necessary forward looking tools such as projections or customer/product analysis models, as well as defining, measuring, and strategizing on KPIs for the business. We will then interpret this data to help make strategic managerial decisions, acting as the outsourced CFO and data consultant for the company, and of course, we are always available for general strategic guidance and deep level interpretation of data insights.
Expertise At All Levels
Customer lifetime analytics
Determining business viability
Marketing and sales strategy