Bookkeeping and Financial Consulting – multi-level support.
Cagan Consulting provides a wide range services for non-profits, small businesses, mom & pops, and sole proprietors. We support growing businesses with big visions and sensitive budgets.
We provide bookkeeping and financial a la carte services to give you the financial framework you need to be successful at the business you love!
Bookkeeping with a Bonus!
We keep your books solid and offer an added bonus: we’ll coach you on your monthly financial data so that you have all of the knowledge you need to make sound decisions that increase profits.
Strategic Bookkeeping – We take care of the books so you have the financial data you need to increase your profits; perform monthly reconciliations and P&L’s, provide invoicing as needed; and hand off accurate records to your CPA at the end of the year.
Financial Consulting – We provide the financial clarity so you can make your organization thrive. We provide insight consulting, strategic development, and financial systems development and oversight. Our services include monthly and annual budget review. Cagan Consulting is your personal, External Finance Director or CFO, at a fraction of the cost. We bring the financial spreadsheets to the table, and we show you how to make this information work for you. We make your financial systems strong, so that your organization will be strong.
A freelance consultant is ideal for companies in the $300K to $1MK range that are not prepared to hire a full time Finance Director. Working one day per week or one day per month, or as needed for your organization, I can fit your budget, and still provide the expertise of a top level director. I can oversee one or all of the financial systems so that you can focus on the things you do best.
We meet directly with the Executive Director or Business Owner to create annual budget projections, provide a monthly reforecast, and discuss financial strategy and business development. We bring the spreadsheets and forecasts to the table, so you don’t have to. We provide the knowledge link between your mission and your income/expense statement. We are your super power.
Business Consulting – We are professional troubleshooters — we analyze businesses day in and day out. If you are feeling overwhelmed, tired, dissatisfied, or confused, we work quickly, to help you understand the problem and develop a strategic solution that will put you on a healthy course.
We can meet regularly, weekly, monthly, or as needed. We focus on your most pressing operational needs.
Do any of these statements sound like you?
- I’m Looking to integrate financial accounting into my daily operations.
- I need help getting my start-up profitable.
- Everything is going well…except for…
- I need to make sure my non-profit is financially accountable to my funder.
Set yourself up for success… with Cagan Consulting!