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Core Business

Small/Medium Sized Bookkeeping & Strategic CFO Services: List

External & Internal Reporting

In a rapidly changing regulatory and stakeholder landscape, we play a crucial role in helping organizations navigate complex reporting requirements, communicate effectively with their stakeholders, and demonstrate their commitment to transparency and sustainability.

Services include (as needed);

   - 10K / 10Q preparation

   - Footnote / Disclosures preparation

   - Evaluation of new Accounting Standards

   - Audit Coordination

   - Internal Audit Support

   - Preparation / Review of Memos

   - Going Concern Assessment

   - Monthly Management Reporting

   - Journal entries as required

   - SEC filing (10K / 10Q / 8K / Proxy / S3)

   - Training and Education of existing / new team

  

Price dependent on project, book a free 1-hour consultation to find out more. 

Financial Planning & Analysis

As an FP&A, we play a pivotal role in your business by overseeing critical financial functions that drive strategic decision-making. 

Services include (as needed)

   - Budgeting and Forecasting

   - Financial Analysis

   - Strategic Planning

   - Reporting and Presentation

   - Data Management

   - Cost Management

Price dependent on project, book a free 1-hour consultation to find out more. 

Mergers & Acquisitions

Are you trying to raise capital to support the growth of your business? We can help with financial business plan creation, review assumptions and support you through the process with potential investors.

Services include

   - Integration Planning

   - Risk Assessment

   - Valuation

   - Pre / Post-Merger Audit

Price dependent on project, book a free 1-hour consultation to find out more. 

Other Corporate Services

At Flexible Consulting we offer part-time Strategic CFO services for companies that do not need a full-time CFO. 

Services include (and not limited to):

   - Optimize strategy, help review what is working what isn't

   - Create / review long-term plans 

   - Ensure controls are in place for your financials 

   - Work with your leader on better decision making for the direction of the company

   - Sounding board for considering new products / services

Pricing starts at $130 / hour, and recommendation is a minimum of 5 hours / month. Book a free 1-hour consultation or call us to find out more

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