CFO SERVICES
Financial Planning & Forecasting
With extensive experience in both personal and corporate financial planning, Moffitt can help put together comprehensive plans for your future that align with your visions and strategies. We can also help you look at scenarios to evaluate options and risks.
Accounting
If you’re running a business, this has to be done, and if not done well, it can cost you everything. But if it is done well, it will be a source of a valuable information to effectively, efficiently and profitably run your business. Let Moffitt handle your basic accounting functions professionally, seamlessly, timely, and you can spend your time and energy in the areas you have most impact and enjoyment.
Executive Compensation and Benefits
How are you paying yourself and your key employees? Are you providing the right benefits? We can assist with evaluating the optimal tax efficient ways for rewarding those who make the business successful.
strategic planning
We will work with you and your team on building out a strategic plan for your business. We can assist in evaluating the strengths, weaknesses, opportunities and threats for your company and products, and ensure that your short and long term strategies are reflected in and consistent with your financial plans.
financial reporting
Periodic views at the balance sheet, income statement and cash flows enable you to see what’s happening in your business. Doing this timely, with a set cadence, allows you to keep your finger on the pulse and enables you to make the decisions to keep on. Moffitt can prepare and review these with you, bringing you the insights of what is happening in the business, and highlighting where you can drive the results.
Personal Financial Planning
You work hard to earn it. Are you keeping all you can? Are you keeping it in the right assets? What happens if…? Moffitt Advisors has extensive experience with individuals building plans to acheive their personal financial goals.
capital raises & pitch decks
Preparing concise, compelling materials for your use in raising capital from banks or investors, and help you evaluate the pros and cons of the various sources and structures of debt and equity capital. We can compile this with you and prepare you to make the pitch, and even participate in the pitches if you desire.
Expense and Activity Management
Keeping track of your costs and understanding what’s driving them is critical to building a successful business. Regular review and analysis of the outflows, in relation to activity levels, pricing targets and budget plans takes time and effort to do; Moffitt Advisors has extensive experience managing large operating budgets, product pricing and activity-based costing analysis. Let us help you uncover the opportunities in your data.
Risk management
Based on years of experience, we can assist you in completing a broad review of the risks to your business and identify how to manage those so you are as prepared as possible to survive and thrive long term.