Fractional CFO

Many organizations such as small businesses, startups, and non-profit organizations do not have the resources to hire a CFO or other financial and accounting professionals internally. Skyward is here to serve these organizations with income and expense forecasting, chart of accounts review such as terminology and location of accounts in Profit & Loss and Income Statements, and financial analyses to help the client understand what is driving profitability. In addition, this service will provide measures to control expenditures and help guide your business to success.

• Cash Flow Forecasting - Estimating the flow of cash in and out of a business

• Financial Goals Assessment - Collaborating to review financial target goals

• Accounting Systems Implementation - Installation of accounting systems which include data transfer from previous systems

• KPI Reports - Reports that provide metrics which analyze the business. A mix of visual, actionable Key Performing Indicators which measure progress on goals set.

• Strategic Planning Sessions - Meetings designed to review KPI reports, discuss goals and outcomes, and provide data-driven storytelling.

• Budgets and Projections - The use of industry and market data as well as client spending rhythms to make projections. We coordinate with the client to make budgets for departments, projects, and expense categories.

• CPA Collaboration - We collaborate with your CPA firm to provide client data needed for tax filing including 1099 preparation for contractors.