Corporate Advisory

Financial Advisory Services

KL Management Services’s CFO services applies to companies wanting to be the best they can be and realize that to attain their goals they need qualified help with management accounting, profit and cash flow planning, financial modeling, dealing with bankers and other investors and solid on-going business advice.

In short, KLM’s financial advisory services

  • Applying professional financial practices, strategies, concepts and management skills through experience and expertise in accounting/finance to grow your business to the next level.
  • Making relevant and timely information from accounting that helps you to make better business decisions.
  • Exploring opportunities, niches and specialities to help you understand where and how your business is most profitable.

KLM’s CFO services is a viable alternative for companies that are not yet financially strong enough to afford a full-time CFO.

  • They have a good bookkeeping staff but they need more than just accurate and timely financial information.
  • They need a path to greater profitability and value for the business.
  • They need to show their banker how they can pay back current debt and access even more capital for growth and expansion.
  • They need an independent, objective, outside third party who can help them build a business that delivers on its potential.

We provide unique tools and methodologies to deliver our financial consulting value in excess of fees charged. Our involvement gives business owners better management control, more knowledge and understanding of the business, increased profitability and value, greater access to outside financing sources, and, perhaps, most importantly, greater peace of mind.

What is the Role of a Chief Financial Officer (CFO)?

An effective CFO plays a number of important roles within the entrepreneurial company that are essential in providing a strong financial foundation for a growing business. Listed below are some of the critical areas in which an effective CFO will work to provide financial support for a company’s business objectives:-

  1. Implements/Supervises Internal Controls, which include effective management of cash flow and overhead expenses, establishing credit policies, and implementing procedures for measuring and evaluating optimal inventory levels. At a higher level, a CFO should also develop effective controls that provide oversight against fraudulent activities.
  2. Handles Projects With Major Financial Impact. An effective CFO will also handle those projects that require significant quantitative and qualitative analysis in order to arrive at an understanding of the options that are available, and may include conducting thorough analysis for securing additional financing.
  3. Cultivates Relationships With Outside Financing Sources. A major responsibility of an effective CFO is to establish good working relationships with banks as well as other financial institutions that may impact on the company’s ability to finance its operations.
  4. Drives Major Strategic Issues. An effective CFO can also be expected to play an important role in addressing major strategic issues that can have an impact on the company’s long-term future. Such issues might include acquisition strategy or the divestiture of particular product lines or business activities. A CFO would also play a key role in any effort to seek investment from the public financial markets or to launch an initial public offering (IPO).
  5. Serves As Key Advisor To Company Management. A good CFO will help the business owner and other top executives make the tangible connection between a company’s operations and its financial performance.

By using our outsourced CFO service, we would be able to assist your organization in all or part or the above functions, but with minimal investment.