Goals & Strategies

BUILD A STRATEGIC PLAN TO EXECUTE ON YOUR VISION FOR THE FUTURE

Don’t just know where you want to go.

 

We help you get there.

Customers, values, problems and solutions evolve. Is what you’re selling still what people want to buy, or are you struggling to keep up with dynamic market needs?

Many companies can’t identify why they fail to reach their potential year after year. They can’t articulate their vision to engage their team. They lack or are working without  a clear strategic plan, financial targets or cash forecasts. When the business was started, these key questions were looked at from every angle. Are you revisiting your Annual Plan once a year or less? It’s time to lift your head from the daily grind and see what might be happening all around you.

Vision & Values: Defining Your Theme For Annual Planning and Goal Setting

ProCFO Partners helps you envision and execute clear goals and strategies by

  • Helping you clarify your business objectives through a clear Strategic Plan to communicate with and engage your team.
  • Creating Pro Forma Forecasting and Financial Projections to envision numeric and  attainable goals.
  • Developing  operational and financial Metrics and KPIs to manage and execute on your strategic plan.
  • Looking beyond this moment to what comes next: The next productive quarter, the next invigorated year, the next great company

Goals & Strategies Flywheel™ Review

The best goals are crafted with meaning and momentum, not arbitrary numbers like, “x percent growth.Download your Goals & Strategies Flywheel™ worksheet with personalized review and put your business on a path to sustainable success.

POWER OF PERSPECTIVE

Creating sustainable growth is impossible without the right systems and processes
to support you and revenue models to drive your growth.
See how we put these in a system for you.

Contact us

Next steps in your companies
Financial Flywheel

Revenue Model
  • Revenue Growth
  • Sales Projections
  • Gross Profit Analysis
  • Compensation Planning
  • Customer Profitability
  • Turnaround Managment
Learn more
SYSTEMS & PROCESSES
  • Financial Operations
  • Internal Systems & Controls
  • Legal & Compliance
  • Tax Planning
  • Accounting Software
  • Banking Relationships
Learn more
cash management
  • Funding & Investment Sources
  • Current cash position
  • 13-week Cash projections
  • Accounts Receivable & Collections
  • Cost Reduction
  • Supplier Management
Learn more
Revenue Model
  • Revenue Growth
  • Sales Projections
  • Gross Profit Analysis
  • Compensation Planning
  • Customer Profitability
  • Turnaround Managment
Learn more
SYSTEMS & PROCESSES
  • Financial Operations
  • Internal Systems & Controls
  • Legal & Compliance
  • Tax Planning
  • Accounting Software
  • Banking Relationships
Learn more
cash management
  • Funding & Investment Sources
  • Current cash position
  • 13-week Cash projections
  • Accounts Receivable & Collections
  • Cost Reduction
  • Supplier Management
Learn more

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