Our Approach

Access the key information you need to support your business operations and growth

PROCFO PARTNERS IMPLEMENTS A SYSTEMATIC, SUSTAINABLE, AND SCALABLE FINANCIAL SYSTEM THAT HELPS YOU ACHIEVE YOUR GOALS.

Imagine you have a switch you could flip to improve your business. What would that switch be? Would you turn it on, or off?

The ProCFO Partners approach to financial management doesn’t follow a list of checkboxes, or a one-size-fits-anybody structure. Our approach starts by understanding your perspective, learning what your switch is, and addressing the issues that need attention most. You’ll be surprised how quickly and efficiently we can make an impact.

We do this by putting your financial functions in context. Think about it – many financial business decisions are made by looking at charts and graphs. Data and reports that, while obviously valuable, are often incomplete, myopic, or only report on what’s already happened. ProCFO Partners helps you recalibrate your entire financial system so you’re prepared for what’s next by having a deeper understanding of how things work and fit together.

“Each component in your flywheel isn’t merely a ‘next action step on the list’ but almost an inevitable consequence of the step that came before.”

– Jim Collins, Good to Great

For instance, let’s look at cash management. ProCFO Partners helps you see in context the close relationship your cash flow has to profit improvement and internal systems and processes. Then we go inside your cash management to explore how relationships like cash flow reporting, internal controls, or current cash position are impacting your financial health.

This is our exclusive FGC Financial Flywheel™ in motion.

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PUTTING YOUR FINANCIAL
PICTURE IN CONTEXT

Across six focus areas, we collaborate with you on where attention is needed first, and
most. Our comprehensive perspective helps you optimize the key relationships
between financial functions in your business.

GOALS & STRATEGY
  • Strategic Planning
  • Pro Forma Projections
  • Annual Planning
  • Performance Improvement
  • Mergers & Acquisitions
  • Exit & Succession Planning
Learn more
Revenue Model
  • Revenue Growth
  • Sales Projections
  • Growth Profit Analysis
  • Compensation Planning
  • Customer Profitability
  • Turnaround Management
Learn more
SYSTEMS & PROCESSES
  • Financial Operations
  • Internal Systems & Controls
  • Legal & Compliance
  • Tax Planning
  • Accounting Software
  • Banking
Learn more
REPORTING
  • Income Statement
  • Balance Sheet
  • Statement of Cash Flows
  • Budgets
  • Forecasting
  • KPIs/Metrics
Learn more
cash management
  • Funding & Investment Sources
  • Current Cash Position
  • 13-week Cash Projections
  • Accounts Receivable & Collections
  • Cost Reduction
  • Supplier Management
Learn more
profit improvement
  • Profitability Analysis
  • Pricing model
  • Gross Margin Improvement
  • Cost Management
  • Break-Even Analysis
  • Net Profit Growth
Learn more
GOALS & STRATEGY
  • Strategic Planning
  • Pro Forma Projections
  • Annual Planning
  • Performance Improvement
  • Mergers & Acquisitions
  • Exit & Succession Planning
Learn more
Revenue Model
  • Revenue Growth
  • Sales Projections
  • Growth Profit Analysis
  • Compensation Planning
  • Customer Profitability
  • Turnaround Management
Learn more
SYSTEMS & PROCESSES
  • Financial Operations
  • Internal Systems & Controls
  • Legal & Compliance
  • Tax Planning
  • Accounting Software
  • Banking
Learn more
REPORTING
  • Income Statement
  • Balance Sheet
  • Statement of Cash Flows
  • Budgets
  • Forecasting
  • KPIs/Metrics
Learn more
cash management
  • Funding & Investment Sources
  • Current Cash Position
  • 13-week Cash Projections
  • Accounts Receivable & Collections
  • Cost Reduction
  • Supplier Management
Learn more
profit improvement
  • Profitability Analysis
  • Pricing model
  • Gross Margin Improvement
  • Cost Management
  • Break-Even Analysis
  • Net Profit Growth
Learn more

PROCFO PARTNERS CAN HELP

Schedule a one-on-one
Explore your own FGC FINANCIAL FLYWHEEL™ with us
No pressure. No hassles. Just help.

Get Started

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