Our goal at Contractor Financial Group is to help our clients become comfortable making data-informed decisions that lead to growth for their company. We guide our clients in collecting, organizing, and presenting the correct data. Our strategic approach allows leadership and management to be able to quickly access data and utilize it to help make informed business decisions.
At CFG, we understand how overwhelming data and reporting can be. As an effort to make reporting manageable, we help our clients build dashboards to present data and analysis of their company in a clear and concise way. Our process starts by determining the amount of financial and management reporting needed to help monitor their business. Our team assesses the need for each report and makes recommendations on changes and/or additional data needs. We calculate past and future performance ratios and compare client information to industry best practices. This is a continuous process as our client’s company expand and require new reports and data to inform decisions.
CFG works with our client’s accounting staff to obtain historical and current data. After thoroughly studying the client’s key metrics and drivers, our team meets with leadership teams to assess their business needs. Based on the information obtained, we develop necessary reporting and analysis by:
Our strategic data and reporting allows our clients to improve their financial performance, obtain better cash management and increase their business opportunities. CFG equips our clients with the proper data and logic they need to make informed intelligent business decisions. Our process allows our clients to have a pulse on their company making them aware of changes in their business and cash flow. Accurate and timely data creates discipline and measured performance outcomes. The custom dashboard we create for each clients gives quick access to review reports on desktop or mobile making the data easy to understand. We partner with our clients on an ongoing basis to monitor changes in their business and update reporting and analysis appropriately.
Our goal is to understand our client’s goals and elevate their business plan to enable them to obtain success. Examining the company’s financial commitments, capital structure and operational cash flows allows us to determine the appropriate financial models requirements for each business plan initiative. Based on those models, our team works with leadership to ensure they are on track in generating the financial requirements, and, if needed, make course corrections. We also work on our client’s behalf to obtain and plan for future commitments, ensuring our clients have the necessary resources to meet their strategic initiatives.
The three main areas we access are: