Outsourced CFO, Finance & Operations Services

Business Strategy Combined with Tactical Finance & Accounting Solutions

We handle everything from the mundane data entry in your accounting system for expense reporting to building a cohesive business strategy and financial model. Our outsourced finance, operations and accounting services allow you to focus on what matters – your business. By letting our team manage your business finances, we give you the tools, capacity, and leverage that you need to raise funds and grow your vision. If it has a number we want to help you manage it, understand it, and to use that information to help you drive better results. Take a look at what we do.

Strategic Financial Services

Fractional CFO & Leadership

We work with senior management and the C-suite as your fractional Chief Financial Officer (CFO) or in other fractional finance leadership positions needed. We help you make the difficult decisions by providing financial insight and analysis as well as business ideas to increase your chances of success. Understanding your end business objectives and creating detailed plans to reach those goals is how we provide value to your shareholders, employees and partners.

Budget to Actual

Business leaders require a budget to actual comparison to determine where there are areas that require more resources, whether the budget is realistic and if they are on pace to meet their long-term objectives. This process of creating a budget to actual involves using financial data to assess how closely a company's spending and revenue meet the financial forecast and strategic goals.

Cash Flow Analysis

A cash flow analysis is the blood line of any business, especially those that are focusing on growth. This analysis provides a clear understanding of where you stand financially and how long you have available cash. Building modeling scenarios into our cash flow analysis to better help you make decisions, is what we love to do. Our reporting and analysis is rooted in deep operational experience and provides you a way to have a comprehensive, unbiased view of your company's financial health.

Financial Modeling & Forecasting

We begin working together by creating a financial model to understand every aspect of your business and your vision. We then draw from our experience to create a forward-looking financial forecast to assists to determine your required financial resources and capital. Additionally, we help clients with modeling possible partnerships, key revenue sources, fundraising and any possible scenario your vision creates.

Due Diligence, Fundraising & Valuation
We know that possibly, one of the most frustrating times is the need to raise capital, value your stock for options and get ready for due diligence. Our entrepreneurial experience provides us insight from both sides of the table so we are capable of understanding not only what type of financial information is needed but how it should be summarized. We also provide a Section 409A valuation service, aimed to make your company Internal Revenue Service (IRS) compliant when issuing options or stock to employees.
Audit Preparation
Preparing your business for an audit can seem like a daunting task. Financial audits entail the examination of your company’s financial systems and statements. Our experts will help organize your data and prepare the necessary financial information to ensure that your audit runs smoothly. Having guidance through this process makes certain that you will not only have a successful financial inspection but also maximize the value of your company.

Strategic Operations Services

Fractional COO & Leadership

We work with senior management and the C-suite as your fractional Chief Operations Officer (COO) or in other business leadership positions needed. We help you optimize resources, align processes, and resolve pain points to increase your chances of success.

Business Strategy, Creation & Execution

A sound business strategy is key to success. We can help create a strategy and establish a framework with a clear set of project goals to ensure you stay on target.

Methods & Procedures, Continuous Improvement

Working smarter means having efficient processes in place, but also ensuring they evolve and grow with your company. Our analysis uncovers a comprehensive view of operations so you can track gaps, define workflows and track progress in order to meet goals and improve performance.

Organization Alignment (people, process, technology)

We can help chart a course for your organization based on long-term goals and a longer term vision. By clarifying your company's big picture aims, you'll have the opportunity to align your people, process and infrastructure to your vision.

Strategic Direction & Decision Support
We know business rise or fall based on sound decision-making. We help our clients anticipate needed actions and offer proactive solutions for what's ahead.
Communication Cadence
Communication is essential to any organization. Our experts will help you establish, nuture and define communication channels inside your company for your teams and sales to thrive.
Sales & Supply Chain Optimization
Is your organization running at peak efficiency? As your business grows, are your sales, inventory and supply chain ready to grow with you? Our operations and financial experts can offer guidance and insight to move in the right direction.
Resource & Staff Planning
Do you have the right people, at the right time and in the right position to run effectively? Utilizing our operational expertise, we can review and align your resources, staffing and hiring plans according to your short- and long-term goals.
Change Management
Harnessing data-driven insights and proven methods, our business-savvy team can guide your organization and teams in times of change. We give your business the tools to foresee, adapt and grow with transformational opportunities now and into the future.
Transition & Succession Planning
Few issues are as essential to the life of a business as determining the leaders shaping the future of the organization. Focused Energy can guide business leaders through options and time-proven tips to make transitions a success for everyone involved.

Tactical Finance & Accounting Services

Transactional Accounting: Bookkeepers, Accountants & Controllers
We manage your day to day accounting, bill pay, accounts receivable (A/R), accounts payable (A/P), business expenses, payroll, bank accounts, credit cards and loans etc. You name it and we will manage, organize and guarantee your accounts are closed and monthly reports are delivered on your timeline. Our team of bookkeepers, senior accountants and controllers aim to ensure you're always organized and ready for taxes through accurate accounting.
Financial Dashboard & Metric Reporting

Accurate, intelligent and insightful financial reporting is key to enabling you to effectively manage your business. Our reporting is carefully customized and crafted for you to give you in-depth financial analysis, quick access to key performance metrics and insight on analytics with critical business information. We also offer on-demand financial reporting and can get down to the smallest detail - profitability by division, unit or product.

Systems Automation

The least productive use of your money is on finance and accounting. We offer a curated grouping of affordable, widely available, finance software integrations which provide greater financial transparency and controls. The systems that we implement are simple to use and learn. These systems save money and help your people save time through efficiency. This is a process which has tremendous financial impact immediately.

Forensic Accounting & Historical Clean-Up

How do you know if your bookkeeping is accurate, clean and up to date? We offer forensic level accounting clean-up services to make sure all of your numbers are correct. We have extensive experience in unraveling years of financial data and matching disparate data sources to give you the true picture of your financials.

Enterprise Resource Planning (ERP)

Does your business have disparate processes, separate spreadsheets, and siloed information across departments? This is not uncommon and enterprise resource planning (ERP) is the solution to efficiently manage every aspect of your growing company. ERP integrates the processes from finance, HR, sales, customer relationship management, operations and more into a single system. It enables visibility and analytics across every aspect of the business, giving you the confidence to make well-informed business decisions.

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