Strategic Financial Management

CFO-Level Business Intelligence made accessible.

How Our
Strategic Financial Management Works

Highly tailored services

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

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

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

Strategic planning tools

Executive Dashboards
KPI Analysis
Budget & Forecast Management
Industry Comparative Analysis
Cash Flow Analysis
Burn Rate Analysis

Specialized services

Audit Best Practices
Capital Raise Planning
Workflow Analysis and Documentation
Merger and Acquisition Support
Company Valuation
Executive Dashboards
KPI Analysis
Budget & Forecast Management
Industry Comparative Analysis
Cash Flow Analysis
Burn Rate Analysis
Audit Best Practices
Capital Raise Planning
Workflow Analysis and Documentation
Merger and Acquisition Support
Company Valuation
Everything you need to know before you get started

Frequently Asked Questions

When do I need a virtual CFO?

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.

Can you train our staff to provide better reporting?

Yes, we can provide training to your staff.

What is the difference between a virtual CFO, a part time CFO, and a Financial Management Consultant?

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.

How can I access my Metrics?

We can provide online access via Dashboard or reports sent via PDF or Excel.

How much it will cost to hire MBSATA and are there any additional fees?

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.”

Let's Start
the Conversation
Let's Start
the Conversation
Call us 1 (212) 243-5757
or email us at info@mbsata.com
Office Hours
Monday through Friday
NY HQ 09:00 AM to 5:30 PM (EST)
Additional Hours By Appointment
Send Us a Message
Our client success team will reach out shortly.
Thank you!
Our client success team will reach out shortly.

*By submitting this form, you are confirming you have read and agree to our Terms and Privacy statement
No matter
where you are

Let's Start the
Conversation
No matter
where you are

Let's Start the
Conversation
Call us 1 (212) 243-5757
or email us at info@mbsata.com
Office Hours
Monday through Friday
NY HQ 09:00 AM to 5:30 PM (EST)
Additional Hours By Appointment
Send Us a Message
Our client success team will reach out shortly.
Thank you!
Our client success team will reach out shortly.

*By submitting this form, you are confirming you have read and agree to our Terms and Privacy statement
Let's Start
the Conversation
Let's Start
the Conversation
Call us 1 (212) 243-5757
or email us at info@mbsata.com
Office Hours
Monday through Friday
NY HQ 09:00 AM to 5:30 PM (EST)
Additional Hours By Appointment
Send Us a Message
Our client success team will reach out shortly.
Thank you!
Our client success team will reach out shortly.

*By submitting this form, you are confirming you have read and agree to our Terms and Privacy statement