How Our
Strategic Financial Management Works
Highly tailored services
Personal guidance is invaluable to strategic financial management and corporate finance. We leverage applications to deliver comprehensive business indicators, forecasting, and performance reports.
Stay informed with relevant KPIs
Let us setup your Dashboards to provide Enterprise Reporting as well as Departmental or Location Specific Relevant KPIs. Our Multi-Office clients, franchise, and restaurant clients love this service!
Get the data you need when you need it
We partner with the best FinTech Apps to provide the KPIs you need. Whether it is Burn Rate, Cashflow, Trend Analysis or Industry Comparatives we tailor the reporting to your needs.
Related Services Available
Everything you need to know before you get started
Frequently Asked Questions
When you have projects that have a restricted time frame or you do not have offices that can accommodate another person, we can provide virtual assistance.
Yes, we can provide training to your staff.
A virtual CFO works remotely, a part time CFO usually works in your office on a restricted schedule and a Financial Management Consultant usually is not providing CFO support but is providing Business Advice and working with the owner to advise on Best practices or other business organizational issues.
We can provide online access via Dashboard or reports sent via PDF or Excel.
We provide pricing based on your project needs and offer subscription billing. On subscription billing, app fees are included as we can pass along subscription discounts. All costs are listed in our proposal and scope of work.
“MBSATA helped provide the roadmap we needed to plan, and get the financial reporting needed to get the funding necessary for our growth.”
