Financial & Operational Business Advisory Services
OUR SERVICES
At Perk, we value creating meaningful relationships with business owners and operators to support them in improving the finance and accounting function. Our focus is to establish long-term relationships built on trust as well as educating staff and management on the importance understanding the business through the numbers.
Fractional CFO & Controller
We provide comprehensive assistance with financial reporting and analysis, cash flow management, cost control, month-end close, and advise on financial implications of business decisions.
Operational Advisory
We conduct thorough analyses of business operations and performance, identifying areas for improvement, and develop strategies and SOPs to enhance efficiency, productivity and profitability.
Financial Strategy
We specialize in developing financial models to forecast impact of future economic conditions. We provide advice on risk management, investment opportunities, and help define financial objectives that align with business goals.
HOW WE WORK
At Perk, we specialize in tailoring finance and accounting solutions to suit the individual needs of our clients. Understanding that every business is unique, we employ a phased approach to help enhance clients financial functions. Through each phase, we conduct thorough analysis, provide customized tools, and implement improvements that can be utilized for long-term success.
1. Discovery
This is the first look at the business. In this phase we gain understanding of the current state of the business and identify areas of improvement. We provide estimates for the time required to complete each recommended improvement.
2. Structure
This phase is where the heavy lifting begins. We will restructure your financial reporting into a meaning layout, move you to accrual based accounting, and establish routine schedules to support your balance sheet accounts. We use a personalized design strategy in this phase to address your specific business needs and ensure these improvements are sustainable into the future.
3. Stablize
As part of this phase we work with your team to educate, support, and review the financial operations of the business. We establish routine processes for month-end close, provide financial oversight, and create executive level financial reporting packages. Our goal is to make our accounting and finance department operation in an efficient and accurate manner. Providing constant results in a timely manner adds tremendous value to owners and business operators.
4. Enhancement
We create personalized management tools that will empower you to make informed business decisions through valuable insights. These tools include cash flow reporting, budgeting and forecasting, profit center gross profit analysis, and more. These tools will help ensure your business is making the right data driven financial decisions.