Keystone Financial Services
Business Advisory
Business Advisory Services
Keystone Financial Services, Inc. (‘KFSI’) provides consulting and part-time CFO services to startups and middle market companies. We establish or improve our clients’ accounting and finance infrastructure, and manage their finances in a cost-efficient manner. KFSI specializes in growth creation, financing, turnaround situations, and strategic advisory.
Part-time 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 part-time CFO to raise capital, improve financial management, maximize profitability, or facilitate a transaction. Part-time CFOs are cost effective and offer an outside perspective which is critical for business growth and strategic decisions.
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. KFSI executives produce GAAP-compliant books, meet with lenders/investors, deliver a clear message of your company’s direction, and continue to support your business after funding with professional financial management, accounting supervision, and investor relations.
KFSI performs planning, budgeting, and forecasting 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. KFSI also assists businesses in reducing and financing working capital.
KFSI 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. KFSI also creates risk management programs, and holistic solutions to address strategic, operational, financial, regulatory, compliance, and cyber risks.
KFSI’s Operations Transformation consulting team maximizes profitability, reduces costs, and increases turnover, productivity & efficiency. We provide full service operations transformation, from setting the right strategy, through implementation, and performance measurement. With deep industry experience and extensive knowledge of organizational functions, we help you align your organization’s people, processes and technology, across functions, to optimize performance. KFSI works with you to redefine core supply chain issues related to vendor management, inventory optimization and leveraging data analytics for logistics and distribution planning.
