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Tools of the Outsourced CFO: A Sample Strategic Plan

A CPA can provide significantly more guidance than helping you with your balance sheet. They should offer you strategic direction, governance, compliance, and risk assessment--all the integrated pieces that constitute a financial structure and capital management framework.  Here's an example.

The plan in the video walks you step-by-step through Market and Margin's methodology for increasing your profit margin to peer levels and beyond, aligning your capital structure, budgeting and finance with industry standards and implementing a performance management framework and the systems to make it functional.      





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Strategic plan video

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