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Financial Operations Planning

Is your business or governmental unit showing some of the symptoms and leading indicators of financial planning?

Financial Operations Planning-is an important part of the financial operations life-cycle.  This plan/projection should also include realistic assumptions about your tax situation for the year.  Based on these business, financial and tax assumptions, we will produce a plan for one or more years.  At the end of a quarter and year, we can then compare our plan with the actual results and see if our assumtions were correct.  If not, we will refine the assumptions to make a more accurate projection for the following year. 

Has your CFO or CPA discussed their
approach to Financial Health with you?

Perhaps they don't have one.

CFO's Online!
"Your Quarterback For Financial Health" 

CFO's Online(sm)
Part-time CFO's For Small Businesses
101 First Street, #395
Los Altos, California 94022