BestCFO

BACKGROUND

Please describe your company and position.

I am an executive at Fusion Ave

Describe what your company does in a single sentence.

We are a Tax & Accounting Firm providing Accounting & Bookkeeping services.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire BestCFO to accomplish?

• To provide expert financial advice
• Maximize Cash Flow
• Minimize Business Risk

SOLUTION

How did you find BestCFO?

Referral

Why did you select BestCFO over others?

• Pricing fit our budget
• Referred to me

How many teammates from BestCFO were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

Fusion Ave hired BestCFO to provide comprehensive CFO services with the goal of optimizing our financial performance, ensuring compliance, and providing strategic guidance for future growth.

BestCFO was tasked with analyzing and improving our financial reporting processes, creating financial forecasts, and advising on budget management to align with our business goals.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

• Our cash flow stability increased by 20%, allowing us to invest in new growth initiatives.
• We now have streamlined monthly financial reports that offer greater clarity, helping us make more informed business decisions.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

• They were very helpful and cooperative at every turn.
• The targets were delivered on time

What was your primary form of communication with BestCFO?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

• They were very helpful and knowledgable. There wasn't a single time that I had a query about something and they did not explain it to me.
• One of the best companies I have ever worked with. Highly recommended

Are there any areas for improvement or something BestCFO could have done differently?

• There is always room for improvement.
• My experience was great.