Business Advisory & CFO Services
Overview
Business advisory services connect financial data to strategic decisions. Wakefield Tax provides CFO-level guidance that helps business owners understand where their business stands and where it's headed. From cash flow forecasting to KPI tracking, we deliver the financial insights needed to make informed decisions about growth, investments, and operations. Whether monthly financial reviews or strategic planning sessions, we provide clarity on the numbers that matter.
Features
Monthly and quarterly financial reviews
Cash flow forecasting and analysis
KPI tracking and dashboard creation
Profitability analysis by product, service, or customer
Budget development and variance analysis
Strategic business planning support
Financial scenario modeling
Growth strategy and scaling guidance
Pricing strategy and margin analysis
Benefits
Clear understanding of business financial health
Cash flow visibility and planning
Data-driven decision-making capability
Early identification of financial trends
Strategic guidance aligned with business goals
