Management Consulting that improve financial management and creates growth is our expertise. Keystone Financial Services (‘KFS’) provides value added consulting and Virtual CFO services to startups and middle market companies. We work with your accounting team to create finance infrastructure, and manage your finances professionally, and cost-efficiently. Our specialties are growth creation, financing, turnaround situations, and strategic business advisory.
Virtual CFO improves financial management, maximizes profitability, and prepares your business for transactions.
While small and medium companies may not justify a full-time Chief Financial Officer (CFO), they still require the attention of a senior financial executive. Such companies often hire a Virtual CFO to raise capital, improve financial management, maximize profitability, or facilitate a transaction.
Virtual CFOs are cost effective and offer an outside perspective which is critical for business growth and strategic decisions.
Improve financial management
Maximize profitability
Prepare for transactions
Raise capital
Strategic advice
Senior financial executive is essential for successful fundraising – both equity and debt. Investors and lenders are more likely to invest in, or extend credit to, businesses with sound financial management.
KFS performs planning, budgeting, and forecasting (PB&F) to continuously monitor resource allocation, measure outputs, and increase productivity. We implement effective management reporting and develop Key Performance Indicators (KPIs) to create management dashboard. KFS also assists businesses in reducing and financing working capital.
Monitor resource allocation, measure outputs, and increase productivity
Develop Key Performance Indicators (KPIs) to create management dashboard
Increase payables, reduce receivables and inventory
Loans, lines of credit, trade credit, factoring, merchant cash advances
Create management dashboard
KFS uses its expertise, industry experience, and analytics to deliver effective growth strategy and clear implementation plan to achieve growth. Our independent perspective and detailed analysis enable your business to make more informed decisions, increase revenue, and profit. KFS also creates risk management programs and holistic solutions to address strategic, operational, financial, regulatory, compliance, and cyber risks.
Operations transformation is the strategic, fundamental redesign of how an organization functions to significantly improve efficiency, quality, and agility. Operations transformation often incorporates technology, process improvements, and a focus on culture and employee buy-in. This holistic approach goes beyond simple cost reduction, aiming to “fix the problem” by aligning operations with strategic goals to achieve competitive advantages and long-term success.
