An important ingredient in gaining a competitive advantage in business today is having the participation of an effective financial team. While some businesses may have a solid in-house bookkeeper or accountant and a good outside CPA, getting well-rounded financial input on a wide range of topics frequently provides the edge needed in making decisions leading to higher profits and enhanced value. In addition, new and emerging businesses require cost-effective solutions for accounting and bookkeeping needs. Foxwood’s advisors provide the expertise and skill sets that can complement company teams or bring value-added processes and services where needs exist. Support may range from higher-level, project-based efforts to ongoing, CFO or controller-type relationships to bookkeeping/accounting services and training. In any case, Foxwood’s goal is to support company owners and management with a focus that is strategically practical in nature and integrated with other key aspects of the company’s business.
Foxwood Associates provides the following:
Financial Management – Controller, Treasury and Banking Services
- Create budgets, forecasts and projections to monitor progress toward goals
- Prepare or review reporting to external parties
- Manage cash flow
- Design and implement accounting systems, procedures and controls
- Design and implement financial reporting systems
- Manage or assist with audits
- Support monthly or periodic financial closes
- Analyze financial trends and ratios
- Review or manage banking relationships
- Negotiate and assist in securing loans and lines of credit
- Manage relationships with outside accountants, attorneys and investors
- Recruit, train or supervise finance and administration staff
New and Emerging Business Services
- Assist with new business start-up activities – planning and budgeting
- Provide financial management services
- Cash flow management
- Financial management training for non-financial people.
- Lean accounting and office practices
- Human resources issues
- Financial and operations analysis
- Provide accounting/ bookkeeping services
- System set-up and training
- Basic accounting functions – GL, A/R, A/P, payroll and reporting
- Training for in-house staff
- QuickBooks consulting – installation, development and training
Strategic Growth and Management Advisory Services
- Assist with creating well-defined, measurable goals
- Develop financial strategies that compliment business objectives
- Develop business drivers and key performance indicators
- Forecast cash and financing needs
- Analyze profitability of products, business lines and markets
- Evaluate price structures and market position
Merger, Acquisition, Sale and Due Diligence Services
- Provide due diligence for any merger, acquisition or divestiture
- Work with investment bankers, accountants, counsel or any outside parties
- Provide planning for future transfer of business
- Assist with valuation analysis
Utilizing financial services provided by Foxwood Associates allows clients to focus on the things they do best while receiving high-quality, specialized financial and administrative support.
Building Value & Driving Profit…through Financial Services.
Foxwood Advisors:
