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Proven CFO Consulting Services in Lodi, California

Our company, located in Lodi, California, offers solutions for your company with our CFO consulting services. We will review your financial plan during the year for key performance indicators, financial ratios and more while evaluating the ongoing health of your business.

CFO Consulting

Let our trained professionals help determine how you stand competitively. We evaluate your systems for potential upgrades to a fully integrated ERP (Enterprise Resource Planning) system, that will reduce redundant data entry, automate processes, strengthen internal control and provide analytical capabilities for better decision making.  Operations will gain greater efficiencies, Human Resources will off load data entry to empoyees with secure and private logon to the Human Resources modules, Sales will benefit from CRM (Customer Relationship Manager) to tract prospects and turn them into customers and auto fill their sales orders and the Finance Team will love the built in reporting and analysis with many automated close procedures.

Additionally, we help your company get the working capital it needs by helping you manage your bank relationship, assist in completing contracts with your attorneys, prepare or assist in preparation of presentations to the Board of Directors.  We can act as the independent third party who will help resolve financial related issues with vendors and customers