Perhaps you have heard the saying, “Failing to plan is planning to fail.” Like many proverbs, this one has some truth behind it. Did you know that 40% of start-up businesses fail within two years, and roughly 50% of small businesses don’t make it past their five-year anniversary? In contrast, businesses that execute a plan typically experience sunshine and grow 30% faster than their competitors. While there are many determining factors impacting the level of a business’ success, diligent financial planning is directly linked.
Many successful owners and managers have excellent entrepreneurial, sales, and/or customer service skills, but they lack a background in finance and accounting. And, let’s face it, running the business is much more fun than “bean counting,” especially with today’s ever-changing accounting rules and tax legislation. Plus, even if business owners have a knack for the financial aspects, growing businesses often reach a point where their financial needs become more complex and require professional financial advice. However, the cost of hiring a full-time CFO or controller can be significant when considering a full-time salary, bonuses, and benefits.
When comparing and contrasting a full-time position with a virtual controller or CFO, consider that the virtual positions perform at a similar competency level of a full-time position but typically at a fraction of the cost. Additionally, virtual CFOs or controllers:
- Work only when you need them, but still provide similar timely, accurate, and insightful financial reporting.
- Provide a depth of knowledge in finance and accounting, and if associated with a CPA firm, access to that firm’s resources.
- Assess the organization’s efficiency and provide recommendations for improvement.
- Assist with strategic transactions, financial processes, business plans, and budgeting.
4 Times to Spring into Action with a Virtual CFO or Virtual Controller
Consider a virtual CFO or controller when:
- A business is growing rapidly and anticipating continued growth in the near future.
- Professional insights are needed regarding financial performance.
- A business is experiencing cash flow management challenges.
- A business is looking to buy a company, raise money, or sell off a portion of the existing company.
CRI’s Client Accounting Services Team Can Help You Plan for the Forecast
Interestingly, the vast majority of small businesses are unaware that an accounting professional can help beyond compliance and tax. CRI’s professionals have the inside track on the information businesses needs to thrive. Let us help you join the ranks of successful businesses that plan and bloom where they are planted.
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