Services

“Simplicity is the ultimate sophistication.” – Leonardo da Vinci

CEO/CFO Consulting Services

WE HANDLE THE BUSY-WORK SO YOU CAN FOCUS ON WHAT REALLY MATTERS.

Average salary of a full-time accountant, plus benefits, 401K, taxes, etc. far exceeds the value that they can provide for most small to midsize businesses. Although the expertise of a Controller/CFO type employee is often necessary for these companies, it is by no means something that needs to be in-house. A part-time/contracted high-level accounting solution is more cost effective and beneficial to the organization as a whole. By delegating critical operational accounting functions to FinOp Group’s team of skilled professionals, companies can have accurate, organized and consistent financial data.

  • Business Decision Support
  • Planning – Budgeting and Forecasting 
  • Financial Analysis
  • Management Reporting and Narrative
  • Board & Bank Reporting
  • Investor Communication
  • Audit Support
  • Acquisition Integration Support
  • Reporting
  • Optimization of operational efficiency 

Get Your Finances Right

Specialized Financial help That Evolves with your Business

Foundation
  • Capital requirements analysis
  • Pricing strategy and analysis
  • Accounting & reporting structure optimization
  • Baseline performance
Capital Raise
  • Funding options and business objectives alignment
  • Investor targeted financial summary
  • Creation of investor pitch deck
  • Prospective investor introductions
  • Finance representation at investor meetings
  • Deal negotiation support
Capital Deployment
  • Strategic planning support
  • Detailed operational budget & forecast
  • Reporting and analysis of financial performance vs. plan
  • Establish deeper KPIs for measuring operational performance
  • Investor communication
  • Board meeting representation
M&A Transactions
  • Buy-side support
  • Sell-side support
  • Post-transaction integration support

FinOp Group has an intricate understanding of how companies often require specialized help in finance as they go through different stages of growth. FinOp Group consistently helps our clients evolve and optimize their financial operations in the face of changing needs as they grow. The burdensome cost of paying a full-time CFO and accounting staff is a significant barrier that we at FinOp Group hope to break down.

BOOKKEEPING
SERVICES

FinOp Group provides Bookkeeping Services for companies looking to improve the quality, efficiency and cost structure of their financial operations. We can effectively manage all your daily financial needs, including payroll, invoicing, travel and entertainment. We provide our clients with improved visibility into their financial operations and greater scalability at a lower cost point than can be achieved through traditional in-house operations. Our Bookkeeping Services can be customized to a client’s needs. Typically, we provide the following elements:

  • Account Reconciliations

  • Bookkeeping Services

  • Customer Billing and Payments

  • Deferred Revenue

  • Deferred Revenue

  • Expense Services

  • General Ledger

  • Month Close

  • Financial Reporting

  • Multi-Entity & Multi-Currency Consolidation

  • Payroll Administration/Services

  • Reporting Automation

  • Subscription/Maintenance Renewals Management

  • Time & Expense Management

  • Vendor Invoice Processing and Payments

  • Tax Reporting

“FinOp Group has been transformational when it comes to the financial operations of my law firm. Hiring them was one of the best decisions the firm has made.”

Jay Edelson, Edelson PC - Founding/Managing Partner

“FinOp Group is critical to our firm’s success. From sophisticated forecasting, to consulting, to client management, to bookkeeping, FinOp keeps our firm on track for a successful year, year after year. With FinOp, I always know where our firm is heading and I can stick to what I enjoy and am good at – practicing law. FinOp works directly with my team to ensure that we continue to thrive on a week in, week out, year in, year out basis. It’s been a tremendous partnership.”

Marc Harden, Zaner Harden Law — Founding Partner

“FinOp Group has been valuable to our firm in that we are now able to better plan for our future. 100% of my business is contingent upon resolving cases and being paid for the work already completed. Planning for the future has always been difficult, until now.”

Jason Jordan, Law Offices of Jordan & Associates — Founding Partner

“As somewhat new company owners, we brought on FinOp Group to help regulate our cash flow, organize our finances, and create a budget. Thanks to FinOp, all of these things have happened and the information is presented to us in a way we can understand and base future decisions on. I’d highly recommend FinOp Group to any business looking for financial guidance.”

Dan Coombe, Markusson, Green & Jarvis — Partner

Invaluable Advice

FinOp Group works closely with owners, partners, shareholders, managers etc to help them understand their unique business requirements, and develop a customized plan to lead them down the path to achieving their financial goals. FinOp Group offers proactive financial advice to help guide companies/firms and keep them cash healthy, competitive and fiscally sound. High level reporting using company/firm specific data sets the stage for maximum return on your bottom line.

  • Financial/Operational Real-Time Dashboard (Full Customizable)

  • Weekly Liquidity Snapshot and Other Firm Specific Strategic Financial Analyses

  • Budgeting

  • High Level Cash Forecasting

  • Face-to-Face Meetings with Partners to Review Financial and Operational Results and Strategy Discussion

  • Strategic Planning

  • Reporting

  • Optimization of Operational Efficiency

Service Expertise

CEO/CFO Consulting

Business Decision Support

In-Depth Financial Analysis

Data Made Meaningful

Forecast Your Future

Make Informed Decisions

Real-Time Dashboards

Budgeting Advisement

Strategic Planning

Ready to Talk?

DO YOU HAVE A BIG IDEA WE CAN HELP WITH?

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