Explore Our Solutions

The role of CFO has significantly changed, requiring skills and expertise beyond the finance and accounting world. Today, CFOs are in high demand to bring substantial value to organizations by successfully managing market disruptions, risk volatility, customer behaviour changes and strategic alignment leading to business growth and corporate value.

Aligned Financial Solutions has extensive experience and know-how across the entire finance transformation journey which foresees the outcomes with confidence to support your organiza-tion. The value of Aligned Financial Solutions envisions the future of your organization within the context you are planning by benefiting shareholders, employees, customers and most importantly the environment and respective communities.

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Key Deliverables:

• Fractional CFO services

• Executive reporting & financial analysis

• Risk assessment and financial restructuring

• Strategic direction and financial planning

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Outcomes and Value Proposition

The strategic driver for clients to engage with Aligned Financial Solutions is to quickly, and relatively painlessly, obtain (1) a snapshot of key financial indicators that provide a detailed-level assessment of your business, (2) easily implement financial controls to safeguard your company’s assets, (3) have a key set of financial information to support the decision-making process and (4) align your strategy plan with the organizations’ financials to ensure you are able to grow your business having enough cash flow to support the plan. The value proposition is that they will come out of the exercise with an enhanced understanding of your company’s financial situation and a comprehensive list of recommendations and opportunities that will positively impact their bottom line and overall finance performance. The key is to deliver good value and quick return on the investment to support your business growth, so as to earn credibility and trust.

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Program Investment

Aligned Financial Solutions’ goals in offering CFO Advisory Services is to demonstrate value for services as well as build credibility and trust. We provide each clients’ budget based on its needs leading to deliver value and impact with a reasonable time frame and cost which will be established after an initial assessment meeting.

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A company's strategy is the set of coordinated actions that its leaders take in order to outperform its competitors and achieve profitability. The success of a company's strategy depends upon competing differently from rivals and gaining advantage over them.  It is also very important to be financially well structured to support the growth plan. Therefore, we at Aligned Financial Solutions uniquely design and assist the execution of your strategic planning aiming to support the growth of your organization bringing your business one step closer to where you want to be in the short- and long-term growth plan.

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Key Deliverables:

• Cost transformation (assessing and analyzing costing structure, historical financial performance, aligning strategic financial goals, and identifying opportunities for improvement based on the organization's strategic planning).

• Identify areas for investment, and build resources and capabilities (human, physical, technological, and financial) to drive long-term performance and growth.

• Strategy design and change enabler leading to transformation and growth (Current state & Future state).

• Implementation support by assessing financial, people, and processes, leading strategy and innovation into the future stage.

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Whether you need budgeting tools, performance dashboards, or cash flow forecasting, we help design and implement the right systems to support your financial goals.

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Key Deliverables:

• KPIs and performance metric development

• Gross profit margin by line of business

• Monthly performance evaluation

• 36-month financial forecasting

• 12-month operating budget

• Costing and profitability

• Cash flow management

• Financial controls

• Scenario analysis

• Capex

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Clean books are the foundation of good business decisions. We offer dependable bookkeeping and QuickBooks services to support accurate reporting and compliance.

 

Key Deliverables:

• QuickBooks setup & support

• Month-end closing procedures

• Financial reconciliation & ledger accuracy

• Custom financial reporting

We offer strategic coaching and customized workshops to help you and your team build the financial literacy, leadership skills, and tools needed to scale confidently.

 

Key Deliverables:

• Financial strategy workshops

• Executive coaching for leaders

• Financial literacy training for staff

• Implementation of financial tools and best practices