Never Feel That Your Finances Don’t Match Your Dreams
Entrepreneurship makes dreams real.
But when your dreams are on hold because of finances, you may feel a stomach knot of uncertainty. You need someone that loves to connect your numbers and operations. A guide to help you gain confidence in your ability to fuel your growth. A supporter to help you maximize financial flexibility.
At GPM Financial we nerd out on your numbers to replace the knot of uncertainty with confident calm that allows you to focus on what is important… your dreams.
What is a Fractional CFO?
A fractional CFO is a part time CFO for small companies as it is a cost-effective way for small businesses to utilize professional finance and accounting without the commitment of a full-time hire. As entrepreneurship has become increasingly complex, it is critical that CEOs have someone that is focusing on the financial impacts of operations as well as forecasting and trends.
GPM Financial provides strategic financial analysis, and support to entrepreneurs. Thereby allowing them to focus on operations, growth, and strategic dreaming. We also serve as the primary leader of your in-house bookkeeping and tax preparation teams. This gives you the confidence that your finance capacity will match your dream capacity.
What type of entrepreneur gets MAXIMUM VALUE from working with us?
Entrepreneurs are some of the busiest individuals on the planet. In order to not waste your time, here are some characteristics of entrepreneurs that get the most out of their relationship with GPM Financial.
- Entrepreneurs that have a GROWTH mindset and are willing to explore new solutions to the problems they have been facing.
- Entrepreneurs who are open to LEARNING and being EDUCATED about different ways to view and approach their business.
- Entrepreneurs who have revenue of $5 Million or greater.
- Entrepreneurs in the following industries: Manufacturing, Technology, Professional Services (Legal Services, Accounting Services, Engineering Services, and Medical & Dental Services), Government Contracting, and the Trades.
What are the AREAS where we serve Entrepreneurs?
FINANCIAL CLARITY
Clearly Seeing The Connection Between Operations And Financials
Key Performance Indicators
Develop critical financial and operational information.
Provide a snapshot of the company’s financial health.
Realtime progress towards goals.
Tracking
Compile, analyze, and report fiancial performance.
Provide insight on your company’s financial levers.
Recommendations on how to maximize financial performance and levers.
Financial Bottleneck Analysis
Bottleneck: a point of congestion in a production (or financial) system that slows or stops progress.
Identification of current financial bottleneck and recommendations on how to move it to the optimal location.
Financial Efficiency Assessment
Ineffecient operations waste your time, resources, and talent.
Provide a review of operational activites with the objective of minimmizing financial and operational waste.
GOAL SETTING
Setting MEANINGFUL, REALISTIC, and MEASURABLE Financial Goals That Enable Operational Goals
Short-Term Goals
Setting Short-Term goals that seek to improve profitablity and support current operations.
Mid-Term (Tactical) Goals
Setting Tactical goals that seek to improve financial flexibility and financial health.
Long-Term (Strategic) Goals
Setting Strategic goals that ensure you financial ability to accomplish strategic objectives.
FORECASTING
Providing A Clear Path Forward –
One Can Be Followed And Adjusted As Needed
Financial Forecasting
Being able to see the future financial performance of your company is both art and science.
- Revenue (Sales) Forecasting
- Expense Budgeting
- Profitablity Mapping
Cash Flow Forecasting
Cash is the fuel that your company uses to fulfill your dreams. Ensuring that you have enough fuel for current and future operations is critical to success.
- Working Capital Analysis and Optimization
- Cash Planning
- Capital Expenditure (Large Investment) Planning
- Resource Planning
Break Even Analysis
Your dreams can not be fulfilled if your company spends more than it makes. Many times, it is difficult know the impact to the bottom line for each operations/ divisions/ product line.
Expansion Forecasting
Out of control expansion can be just as deadly to your dreams as no expansion. Having a clear plan of sustainable expansion provides confidence and peace.
FINANCIAL RISK MANAGEMENT
Understanding and Reducing the Impact of
Financial Risk
Financial Risk Assessment
Review of financial statements.
Provide financial health report with custom action plan to reduce high and medium risk areas.
Bank Management
Banking and treasury services management.
Debt planning, sourcing, and negotiating.
Financial statement reporting and covenant management.
Financial Team Leadership
Leading and managing internal financial team.
Coordinate your BAIL (Banker, Accountant, Insurance Agent, and Lawyer) team.
PROFIT MAXIMIZATION
Guaranteeing Shareholder Distributions
Profitability Mapping
Profit leakage assessment.
Profit MAXIMIZATION planning and execution.
Profitability tracking by product line/ division/ location.
Profitability Mindset Coaching
Profit and mindset alignment.
Profit plan accountability.
Ensuring shareholders eat last, but get paid first.
If You Are Ready To Match Your Finance Capacity With Your Dream Capacity…
Working With GPM Financial Can Be Done In 4 Simple Steps
1. Schedule an appointment to explore the unknown
Hit the Let’s Talk Button. We will discuss your dreams, where you are, what is holding you back, and what are you anxious about.
2. Gain clarity of where you are
We will marry data with your experience to discover where your financial capacity is holding back your dream capacity.
3. Develop a decisive plan of action
We will establish the operational and fiancial steps to success; to include clear and actionable metrics.
4. Fulfill your dreams with confidence
When your financial capacity matches your dream capacity – fulfillment becomes possible.