Whether you need virtual Executive FP&A or CFO services, Financial Pulse can provide strategic planning expertise and financial leadership to help your business succeed. We have served clients across many industries, including professional services, healthcare, non-profits, retail, real estate, software and many more. Within these industries we have partnered with companies from startup to enterprise level, so we likely have direct experience in your industry to help develop financial solutions to impact challenges your business is facing.
Financial Leadership
Implementing the right financial strategy can be the difference in success or failure. At Financial Pulse we work to understand your company’s strategic vision by working directly with the leadership team to develop financial guidance appropriate for your business stage and growth strategy. Our approach of more engagement and less volume sets us up to be the perfectly curated partner for your business.
Growth Strategy
Creating the right capital structure for your business strategy is one of the most important tasks for your CFO. The development of a forward-looking detailed forecast will aid in the discovery of the required mix of equity and debt to support your business objectives. Defining this structure is extremely complex and should be entrusted to your most experienced professionals.
Mergers & Acquisitions
Acquiring another business can open your agency up for hypergrowth with the right team in place and a sound financial strategy. We will work closely with the team to outline the growth strategy and value that potential M&A leads can bring to your business.
Clients should expect
- We have close engagement with all stakeholders to provide insight and strategic direction customized for the stage of your company
- Utilizing our unique virtual CFO model to partner with your leadership team to provide best practices and financial guidance
- A team to support the capital raise process inclusive of financial pro format
- Identified appropriate capital structure for equity debit and personnel
- Implementation of short and long-term cash flow planning to optimize working capital investments
A Firm Led By The Brightest CPAs In The Industry
