A Strong Financial Foundation is the Bedrock of your Business
We know that a strong financial foundation is the bedrock of your business. That’s why we help you establish the financial infrastructure you need to build, shape, and operate your business.
We provide financial process improvement, cash flow insights, budgeting/forecasting, and analytics so that you understand your performance and get a competitive advantage while making mission-critical decisions.
How we approach Financial Transformation
WHAT WE DO
Financial Process Improvement
- Document current finance processes
- Develop financial toolbox roadmap
- Streamline collections and payables processes
- Refine communication path and cadence
Cash Flow Insights with Key Metrics
- Develop 13- or 26- week cash flow model with insights
- Create and monitor liquid asset dashboard
- Align with budget
- Automate weekly cash dashboard
- Integrate cash metrics on leadership scorecards
- Develop strategic cash plan for use of debt
Budgeting/Forecasting
- Create goal-driven budget toll
- Solicit input from all functional areas
- Review monthly progress and analyze variances
- Solicit feedback from line-item owners on a monthly basis
- Communicate goals and performances to leadership
- Integrate KPIs into entrepreneurial operating system
Analytics/Dashboards
- Create weekly leadership dashboards
- Solicit input from all functional areas
- Develop financial metrics
- Create operational metrics from department heads
- Enhance reporting through visualizations
- Develop finance materials for board meetings
- Create investor relations reports
M&A Advisory
- Perform due diligence on potential targets
- eview accounting processes
- Develop acquisition playbooks
- Facilitate change management projects
Contact Me
Better yet, see us in person!
Send me a message, and tell me more about your financial goals and needs. I will get back to you soon to schedule a consultation.
Duncan Financial Solutions, PLLC
D. Duncan Welch, CPA, PMP, CSM, MBA Founder and Managing Parter +1.601-937-3585
Hours
Open today | 09:00 am – 05:00 pm |
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