Business Advisory

Business Advisory, Keystone Financial Services

KFS Business Advisory Services

Business advisory that improve financial management and creates growth is our expertise. Keystone Financial Services (‘KFS’) provides value added consulting, and part-time CFO services, to startups and middle market companies. We work with your accounting team to create finance infrastructure, and manage your finances professionally, and cost-efficiently. Our specialties are growth creation, financing, turnaround situations, and strategic business advisory.

Part-time CFO improves financial management, maximizes profitability, and prepares your business for transactions. While small and medium companies may not justify a full-time Chief Financial Officer (CFO), they still require the attention of a senior financial executive. Such companies often hire a part-time CFO to raise capital, improve financial management, maximize profitability, or facilitate a transaction. Part-time CFOs are cost effective and offer an outside perspective which is critical for business growth and strategic decisions.

Senior financial executive is essential for successful fundraising – both equity and debt. Investors and lenders are more likely to invest in, or extend credit to, businesses with sound financial management. KFS executives produce GAAP-compliant books, meet with lenders/investors, deliver a clear message of your company’s direction, and continue to support your business after funding with professional financial management, accounting supervision, and investor relations.

KFS performs planning, budgeting, and forecasting to continuously monitor resource allocation, measure outputs, and increase productivity. We implement effective management reporting and develop key performance indicators (KPIs) to create management dashboard. KFS also assists businesses in reducing and financing working capital.

KFS uses its expertise, industry experience, and analytics to deliver effective growth strategy and clear implementation plan to achieve growth. Our independent perspective and detailed analysis enable your business to make more informed decisions, increase revenue, and profit. KFS also creates risk management programs, and holistic solutions to address strategic, operational, financial, regulatory, compliance, and cyber risks.

KFS’s Operations Transformation consulting team maximizes profitability, reduces costs, and increases turnover, productivity & efficiency. We provide full service operations transformation, from setting the right strategy, through implementation, and performance measurement. With deep industry experience and extensive knowledge of organizational functions, we help you align your organization’s people, processes and technology, across functions, to optimize performance. KFS works with you to redefine core supply chain issues related to vendor management, inventory optimization and leveraging data analytics for logistics and distribution planning.

Keystone Financial Services

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