Nationwide Service

For more information,
contact us at :

info@connexfinancial.com

Financial Management & Consulting

Our Financial Management & Consulting services are designed to help you improve the cash flow of your company, augment your leadership team's financial knowledge, provide additional leadership input into your revenue and expense decisions, assist with strategic planning, provide leadership to internal financial and accounting departments, coordinate the activities of your external financial professionals and services (accountants, bankers, payroll companies, personal financial planners, etc.), and identify reporting needs and solutions.

 

Also, based on our client's needs, we can provide focused consulting services aimed at addressing specific challenges or projects such as key start-up, management, and reporting needs:

  • Business Plans

  • Requests for Proposal (RFP)

  • Cash Flow Forecasts

  • Capital Funding Analyses

  • Capital Planning

  • Budgeting (Creation and Process Management)

  • Strategic Financial Planning

  • Internal Financial Reporting

  • Exception Management Reporting

  • Procurement and Accounts Payable Processes

  • Report Creation

 

Additionally, Connex Financial has a broad network of consulting professionals that we can coordinate to assist your company in its growth.

 

 

To learn more about how we can help you achieve your goals for your business, please contact us at info@connexfinancial.com