Is my business standing on solid financial ground?
How do I grow profitably?
How do I finance growth?
How do I choose the opportunities that will yield the highest returns?
How do I improve efficiency and reduce waste?
What data, and support, do I need to make healthy financial decisions?
Consult With An Expert
Do you need more convincing? Book a free consultation with one of our Sherpa’s to discover how we can help you improve your bottom line.
For small and mid-sized businesses, the answers to these questions are often just out of reach. Our Sherpas take each step of the journey with you, ensuring you have an expert guide to help you avoid missteps and gain ground as you work towards your goals of increased growth and profitability.
In addition, support services, such as bookkeeping, help you make changes stick as you implement effective growth strategies. Working side-by-side with you, we not only provide key strategic guidance but help you develop, and use, the tools you need to maintain momentum.
The most successful businesses rely on their CFOs, their COOs, and their boards for advice and guidance. The BottomLine Sherpas have sat in the hot seat and know what it is like to make decisions that impact a company’s future. Our high-level expertise and in-depth experience can be your competitive edge.
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Build a stronger organization with sound financial strategy
On the journey to increased growth and sustainability, a sound financial strategy is your oxygen. As small and medium businesses grow, the air gets thinner, the going rougher, the strategy less clear. BottomLine Growth’s CFO Sherpas are here to help with the ascent.
If you struggle with developing and implementing high-level financial strategy, you are not alone. While you are an expert in your business, in-depth, specialized financial knowledge and experience are often not part of your toolbox - or your budget. We work closely with your internal teams and external support systems to assess your current state and develop a strategy for growth that is tailored to your needs, strengths, and goals.
Our CFO Sherpas bring a wealth of financial expertise and cross-industry knowledge to the table, helping you build a strong foundation for success. Leading CFOs from the healthcare, manufacturing, financial, technology, government, contracting, construction, education, service, and nonprofit industries understand the complexities with which you are faced – and they know how to create viable, creative, pragmatic solutions.
By outsourcing CFO services, you can access the guidance and support you need for growth from top financial leaders. We provide a comprehensive range of solutions, including:
- Best practices financial assessment, including comparison to industry benchmarks
- CFO and finance staff mentoring and coaching
- Design and implementation of financial reporting by product lines
- Growth and exit planning guidance
- Multi-year planning and projections
- Preparation for equity financing
- Incentive planning
- Cash flow planning and analysis
- Financial staff assessment and planning for growth
Our goal is to help position your company for optimal performance, ensuring that your team can leverage this momentum for continued growth and profitability.
Increase efficiency and sustainability with operational strategy
Are the answers to increased efficiency and profitability buried in your systems, processes, and people? Are they contributing to and creating profit, or draining your resources? The formula for success seems simple: reduce waste and increase productivity. In the real world of intense competition, increasing costs, and constant technological and economic evolution, that’s easier said than done. Unless you have a trusted guide to help you navigate the terrain.
COOs are integral players in the business game, responsible for executing strategies and delivering tangible results. Without this “#2” leader in your business, it can be difficult to have an in-depth, on-the-ground view of all the processes, systems, procedures, and people that make your company move - or stall. BottomLine Growth brings best in class COOs to your company in a cost-effective move to tighten operations and:
- Implement repeatable processes.
- Develop seamless systems.
- Hire, retain, and incent the right people.
Our COO Sherpas have decades of combined experience in analyzing operations, finding hidden efficiencies, and developing and executing strategies. You can become a high-functioning organization with an effective operations structure; we can show you how.
Board of Mentors Sherpas
Form, manage, and leverage a high ROI Advisory Board
There is no better resource for business owners than other CEOs and advisors who have been down the very path you are traveling. They may have cashed out of their businesses yet still want to make a big impact by helping others, and will put their combined strengths to work for your company. Your team of experts will bring connections, resources, knowledge, experiences, and insight that are invaluable in opening new doors for growth and profitability.
Unlike a single mentor, a board of trusted, strategically chosen advisors encompasses diverse thinking, perspectives, ideas, beliefs, strengths, and experiences. You can deepen your critical thinking and problem-solving abilities, while borrowing from and building on the expertise of your own customized A Team.
- Provide a strategic assessment of the company’s needs
- Articulate multi- year strategy
- Identify skills and experience gaps
- Determine ideal members and help find them
- Design a plan for orienting, compensating and managing Mentor members
- Train your management team and your Board of Mentors
- Facilitate meetings, objectives and activities
We will guide you through the process of developing an effective Board of Mentors and managing it for a healthy ROI. Two heads are better than one; and an Advisory Board takes that adage – and your company - to new heights.
Create a solid financial foundation with accurate, timely data
Yes, no, yes. Sell, buy, trade. Hire, merge, acquire. Challenges come at leaders fast and furious, and they need to make rapid fire decisions. While it can seem intuitive and instinctual, effective CEOs and executives rely on accurate data. The choices you make when you are poised on the edge of growth are only as sound as the information on which they are based. What is best for your company in the long-term? Can you see the big picture with enough clarity to make the right decisions today? And how can BottomLine Growth help?
Our Bookkeeping team provides you with all the data you need, when you need it, to make sound financial decisions for your company. Timely, accurate, and professional reporting on customer billings and collections, payables, payroll, and other financial aspects of your business means the difference between rapid decisions that misfire and those that hit their mark. With the guidance of experienced CFOs, our bookkeeping specialists help you:
- Assess your accounting processes and identify areas for improvement.
- Implement essential checks and balances to ensure your financials are managed prudently and accurately.
- Stay up-to-date with concise monthly financial reports.
- Focus on the future, using data from today.
- Shore up your financial foundation to reach your strategic goals.
We offer part-time bookkeeping services and support to meet your needs. The foundation for your most important strategic decisions is solid, reliable data. What will you build from there?
Basecamp for Small Biz: Finance
Build a strong financial foundation with our budget-friendly programs
Basecamp…or boot camp to help businesses with revenues under two million, to develop the financial muscles necessary for increased profitability and cash flow. Either way, our intensive two-month Basecamp for Small Biz programs will get your small business into shape for the climb to the summit. Designed to provide top-level financial advisory services to businesses with revenues of $1.5 million or less, Basecamp is a cost-effective solution when full-time and even outsourced CFO services are not in the budget. Cost-savings, though, is only one of the benefits.
Before you tackle the ascent, our Basecamp for Small Biz: Finance programs give you the tools and gear you need for increased sustainability and profitability. You will have intensive access to experienced financial strategy experts who assess your current financial picture, recommend a detailed strategy for strengthening your financials, and implement your action plan.
BottomLine Growth offers two Basecamp Programs to meet your needs. Which is right for your company?
Basecamp One: This is a starting point, providing you with the financial basics you need. Basecamp One delivers a standard assessment of your financials, best practices recommendations, basic financials on accrual basis, and a 12-month budget and projections.
Basecamp Two: This program covers the fundamentals and then delves into high-level financials that you need to make the best decisions for growth. In addition to the basic deliverables offered in Basecamp One, Basecamp Two participants will receive: a cash flow analysis, key performance indicators for measuring progress, and a 90-day turnaround plan.
Wherever your business’s starting point, Basecamp for Small Biz: Finance helps you take the next steps.