CFO Services
For Growth Entrepreneurs
Soar Beyond Limits With A Clear Path To Success
Transform Insights into Financial Impact
Our CFO services provide entrepreneurs the financial insights to make data-driven decisions to optimize revenue and efficiently scale your business
Strategic Planning
Develop a strategic financial plan and roadmap to ensure you stay on track to meet your goals
Conduct monthly strategy meetings to review actual financial performance and implement strategic initiatives
Develop annual budget to align leadership and internal stakeholders to stay accountable to the operating plan
Forecasting & Cash Flow Optimization
Prepare a 12-36+ month cash flow forecast to assess long-term goals and financial stability
Guide management on monthly execution of financial action plans to ensure achievement of targets
Develop insights to growth drivers and profitability analysis to efficiently scale the business
Our SOAR Methodology
Our SOAR methodology is a proven system to ensure your business stays on track to meet your short term and long-term business goals
Strategy
Identify and capitalize on opportunities to increase revenue streams and improve profit margins.
Optimize
Conduct thorough financial analysis to understand your business’s strengths, weaknesses, opportunities, and threats.
Analysis
Establish and monitor key financial metrics to track progress and make data-driven decisions.
Revenue
Formulate strategic financial plans, including budgeting and forecasting, while aligning with leaders on long-term business goals.
The Iris Financial Group SOAR Process:
Our Experts Will Guide You To Transform Your Business
Strategy
We develop a cohesive strategic roadmap to ensure you have the foresight to stay on track and meet your business milestones
Growth Insights
We provide a 360 view of your business with financial clarity to make timely and effective decisions to transform your business
Efficiency
With our proven methodology, we streamline your accounting and finance processes so you can optimize your revenue potential and improve operational efficiencies.
“Iris Financial Group has been a blessing since Day 1 when my business partner & I started our Creative Agency! Not only do they provide exceptional work & communication, they also go above and beyond to provide additional info & resources.”
— Hunter Franklin, Brotherdale Creative
Tailored Solutions Based On Your Business Needs
Every engagement begins with our SOAR assessment of your business so we can tailor our Accounting Essentials and CFO services to your specific needs
CFO Premier
Everything in CFO Enhanced Plus:
Develop a strategic financial plan and roadmap to ensure you stay on track to meet your goals
Conduct monthly strategy meetings to review actual financial performance and implement strategic initiatives
Develop annual budget to align leadership and internal stakeholders to stay accountable to the operating plan
CFO Enhanced
Prepare a 12-36+ month cash flow forecast to assess long-term goals and financial stability
Guide management on monthly execution of financial action plans to ensure achievement of targets
Develop insights to growth drivers and profitability analysis to efficiently scale the business
Let’s Soar Together
Connect with us for an in-depth consultation so we can
tailor our solution to your specific business needs.