At Olive Tree Consultants, we specialize in delivering high-quality accounting and tax preparation services.
CFO Support
For businesses seeking high-level financial guidance without the full-time cost, our CFO Support service (also known as Virtual CFO services) provides the strategic insight and advanced financial management your organization needs to thrive. We act as an extension of your finance team – offering expertise in financial planning, analysis, and strategy – which is especially valuable for growing companies and startups that may not have an in-house Chief Financial Officer, or for established firms looking to bolster their finance department with external expertise.
Strategic Financial Services
Strategic Financial Services
OliveTree Consultants offers a range of CFO-level services tailored to help you steer your business confidently
Board Pack Preparation
We prepare comprehensive board packs and management reports that distill your financial data into actionable insights. This includes clear summaries of financial performance, key performance indicators (KPIs), and trend analyses that board members and stakeholders can easily understand and use to make informed, strategic business decisions with greater confidence, improved transparency, and a stronger grasp of ongoing financial health.
Cash Flow Forecasting
Proper cash flow management is crucial. We generate detailed forecasts to predict and plan for your business’s needs. Our team produces integrated “3-way” financial models that connect your Profit & Loss, Balance Sheet, and Cash Flow projections, giving you a full picture of future financial scenarios. By analyzing key drivers of cash flow and profitability, we help identify potential shortfalls or growth opportunities in advance.
Budget Planning & Variance Analysis
We assist in creating annual budgets and financial plans, establishing realistic targets for revenue and expenses. As the year progresses, we perform variance analysis – comparing budgeted figures to actual results – to highlight areas that are over or under-performing. This ongoing monitoring helps you adjust strategies and control costs throughout the year.
Investor & Stakeholder Reporting
For businesses with outside investors or lenders, we help prepare polished financial presentations and investor updates. We ensure your financial story is communicated effectively, highlighting the metrics and achievements that matter most to stakeholders. This might include crafting financial narratives for fundraising pitches or providing the data needed for due diligence processes.
Management Reporting & Segment Analysis
Our team delivers regular management reports (monthly, quarterly, or as needed) that provide in-depth views of your company’s financial health. If your business has multiple divisions or product lines, we can produce segment-specific reports to evaluate the performance of each segment separately. We also conduct margin analysis to understand profitability at different levels pinpointing where you’re excelling and where improvements can be made.
Financial Advisory for Growth
Beyond reporting, our CFO support includes advising on financial strategy and important decisions. We work closely with you on business plans for expansion, capital raising efforts, and financing applications. If you’re seeking loans or investment, we assist in preparing the required financial forecasts and documentation to strengthen your case. Additionally, we help evaluate major initiatives (like acquisitions, new product launches, or pricing changes) with careful financial analysis and risk assessment.
Insight-Driven Decision Making
With OliveTree’s CFO Support, you get more than just reports – you get interpretation and guidance. Our seasoned financial experts will translate the numbers into practical advice, helping you answer critical questions such as
01
Which areas of my business are the most profitable, and which might be draining resources?
02
How much cash will I likely have 6, 12, or 18 months from now, and will it meet our needs?
03
What cost controls or process improvements can we implement to boost the bottom line?
04
How can we structure our finances to attract investors or secure funding for growth?
Rigorous Review & Quality Assurance
Designed for Businesses of All Sizes
For startups and small businesses, we provide early financial leadership, setting up solid foundations in budgeting, cash flow management, and reporting that will impress banks or investors.
For growing mid-sized companies, we bring seasoned expertise to manage more complex financial challenges – from juggling cash flow during rapid growth to streamlining your financial processes as operations expand.
For established firms we offer a fresh perspective and additional bandwidth for your existing finance team. We can support your in-house CFO or finance manager by handling special projects, deep-dive analyses, or ongoing reporting.