Services

Our outsourced CFO services are available in person and virtually. This makes our services more cost-effective in comparison to hiring a full-time executive and more flexible.

Are you managing risk effectively regarding your business exposure? We will assess the inflation, market outliers, liquidity, and operations needed to provide resolutions to minimize the risks in your organization.

Expanding and growing your business? Obtaining debt and equity financing can be beneficial in certain aspects. We will help you understand the impact that both may have on your business and why.

Are you in need of a more robust accounting/finance software to help in streamlining information? We will provide options on market solutions and walk you through choosing the one that’s best suited for your organization.

Are you preparing financials each month to show you how your business is performing? We will help you set up all aspects of your financial reporting for better visibility as to the performance of your business.

Let us do all the legwork in preparing/gathering financials for them to be able to get your taxes processed in a timely and efficient manner.

Do you have specific income targets for the year? BP CFO Services provides value-added insight on setting up and managing the budget. In addition to building the framework required for budget constraints, while focusing on increasing profitability.

We analyze your financials monthly and provide impactful feedback regarding your company’s performance. Highlighting these trends identifies the shortfalls of the business and gives us the necessary information to make changes to maximize your return.

What does your business plan look like in 5 or 10 years? Our team will help you develop both your short-term and long-term goals for the company. This is also extremely important so as changes in our economy arise we can pivot to ensure we continue to stay on track.

Are you showing profitability each month, but continue to run on limited funds? We identify the key indicators causing these cash flow constraints. Then provide the necessary resolutions and the impact they will have moving forward.

Do you have the time to review all of your processes and determine the best practices? We analyze data coupled with operational information and provide optimum recommendations adding real value to the bottom line.

Are you bringing in new staff and have limited resources to show them the ropes? We will help bridge the gap in getting them up to speed with the day-to-day operations and training necessary to ensure their success.

Do you need some temporary help with the daily invoicing or recording transactions? We have the resources to help relieve the stress of having to fill your bookkeeping positions hastily without choosing the best candidate.

Are you looking into how much you’re spending to acquire new customers? If a new customer is acquired, how much value are they adding to the business versus existing customers? We can provide the necessary information on how it can impact your business.

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Industry Experience

Aviation Consulting

The sky is the limit as we soar to new heights by utilizing our analytical expertise to evaluate and add value to your business.

Financial Services

Positioning your business to enhance client output while maintaining a profit-first mindset.

Healthcare

Ensuring your patients’ needs are met by optimizing your operational & financial decision-making. Enabling you to provide the best care for current and future patients.

Real Estate

Let us help lay the foundation in creating a solid base to grow and build your dreams into the future.

Law/Legal Services

We help you position your services to maximize your marginal profit per attorney.

Retail

Developing processes to minimize inventory surplus as well tracking cyclicality of sales. Recognizing we are ordering the optimal product volume for the business and meeting the demand.

Construction

Implementing cost analysis to ensure proper pricing, job-costing, increased job performance, and to maximize profits.

Transportation

Improve supply chain processes, increase profitability, and minimize bad debt.

Automotive Repair

Devising a strategy to maximizing profit regarding maintenance effectiveness and operational management.

CBD

Providing cost-volume-profit analysis to identify any cost changes are recognized in a timely manner. This is necessary for maintaining profitability and price fluctuations that could impact the business. 

To start our journey together, schedule a
free consultation.