Financial Services Management
When it comes to minding the financial health of a business, monitoring cash flow, and financial
reporting, businesses all need a little help. We offer a range of services to allow businesses of all
industries and sizes to have the support they need in managing their cash flow and allow
management to have easy access to the data necessary for managing a successful business.
One-way small businesses can improve their bottom line is to fractionalize. Hiring talent that
you need at a price you can afford is the key component in the Fractional CFO mode.
When hiring a full time CFO is not feasible, using a Fractional CFO makes sense.
You get the talent, but only when you need them.
You might bring one in for a special project, like applying for a bank loan; for a big “event,”
like an audit; for guidance in expanding your current accounting system because you added
a new division; or maybe to adjust your financial forecast because you’re launching a new product.
You might hire a fractional CFO interim while you search for a full time one.
Smaller companies might utilize a fractional CFO on a regular basis just for financial oversight.
Many companies that utilize fractional CFOs are at a point in their growth where they need the
extra expertise but can’t afford to hire someone full time.
Fractional CFOs are perfect for this situation. because instead of receiving a full-time salary
and benefits from you, they’re contracted by the project or paid by the hour and their benefits
are covered by the company they work for. Fractional CFOs may also work remotely,
requiring no office space.
We offer solutions for individuals and businesses to capitalize on infinite banking concepts
to manage debt and create wealth. Chris Brumlow is a licensed and authorized representative
for the Your Family Bank Concept. Contact us to learn more.
Many Americans are on a treadmill, with goals to be further ahead but just can’t
seem to get there with tax, tuition, inflation, the rising cost of health care, and
countless other factors.
Enter the YOUR FAMILY BANK® concept.
Click Here to learn more https://www.yourfamilybank.org/plan
A unique way to get off the treadmill. It’s rather simple actually… stop paying banks and lenders.
Take every dollar and make it go to work for you. Avoid risk and secure your future with
guaranteed growth you can count on.
Business too can benefit from this approach
Small business owners are largely under-served in the financial landscape.
In the early years of the business, money is lean. Every penny is used to keep the business afloat.
Savings habits need to start as soon as possible but are sometimes pushed aside because
the business is hungry and must be fed. Often small business owners feed this hunger by
acquiring substantial debt. They need new employees to grow the business, more marketing
dollars to sell their product or service, and the list goes on.
Your family Bank can help put together a solution to fund these expenditures.
We’ll show you how to:
- Turn Cost into assets.
- Spend the same dollars but spend them more efficiently.
- Get out of debt in half the time as your current schedule.
- Manage cash flow.
- Reduce risk.
Save money on taxes now and in the future.
We provide insight beyond the numbers and believe our experience and knowledge is one of our clients' best assets. Through our collective knowledge, expertise and experience, we provide our clients with guidance, advice and consultancy for their personal lives and small business, in matters of tax, accounting, and executive operational management.