Your Partner in All Things Business Finance
At BFM, we are your partner in all things finance related and are fully invested in your success. Our team seamlessly integrates into your business, learning your systems and goals to create financial strategies that drive real growth.
Recognizing that each client faces distinct challenges and goals, we personalize our service packages accordingly. We customize each offering based on the insights we gather during our complimentary initial discovery call.
Below are some of the most common services we provide for our clients and are more than happy to review and discuss further our full capabilities during the initial consultation.
Our Fractional Finance Services
Financial Planning & Analysis
Understand and evaluate your company’s performance and develop ways to improve it
Reporting, Dashboards & KPIs
Use real-time visibility into business and financial performance to make informed decisions
Strategic Finance & Advisory
Developing and integrating more effective financial models, roadmaps, reports, controls, systems and more
Financial Planning & Analysis
Entrust your finance responsibilities to us, allowing you to concentrate on the core operations of your business. We provide top-notch support for your Finance, Accounting, Administrative, and Management teams. Get the talent and expertise you need, without the cost or commitment of full-time staff. Our service packages are tailored to best fit your business needs and start for as little as 10 hours a month.
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Financial Reporting Optimization: Supporting setup and/or redesigning to reduce manual processes and duplicated efforts
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Budgeting & Forecasting: Assisting with creating budgets and forecasts to plan for future growth
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Cost & Profitability Analysis: Evaluating costs associated with various business operations to help identify areas for cost reduction and profit improvement
Reporting, Dashboards & KPI Trackers
Timely, accurate, meaningful data & insights. We are not an accounting firm, but certainly know a thing or two about numbers. Our approach focuses leveraging your data and systems to automate (as much as possible) processes and provide actionable, on-demand insights.
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Financial and Operational Reporting Packages: Data driven insights to support customer account reviews, product line performance evaluations, and strategic growth initiatives
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Customized KPIs and Scorecard Reporting: Leveraging data analytics and visualization tools to present financial information in an impactful and digestible manner
Strategic Finance & Advisory Services
Customized solutions built to optimize operations, drive measurable growth, and position you for long-term success. We focus on solving your most complex challenges and helping you capitalize on your biggest opportunities
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Strategic Finance: Holistic approach using advanced scenario-based financial modeling to evaluate potential outcomes, quantify risk, and develop a roadmap that enhances strategic agility under varying economic & operational conditions
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Project Management: Expert ongoing support for the see through implementation of key initiatives
Step 1: Discovery & Discussion
Schedule a free consultation to discuss your business's needs and goals.
Step 2: Initial Assessment & Proposal
We'll conduct a thorough assessment and provide a customized proposal.
Step 3: Onboarding & Strategy Development
Begin the onboarding process and develop a detailed roadmap of deliverables to implement.
Step 4: Implementation & Support
Implement strategies, monitor performance, and make adjustments as needed.