Data Point Advisory

About Data Point Advisory

Data Point Advisory provides financial leadership for small and medium sized businesses through the concept of fractional and outsourced CFO services. Owned by a former full-time CFO with 13+ years of public accounting, consulting, and corporate accounting experience, Data Point Advisory partners with businesses to achieve financial and operational goals without saddling the business with the overhead and fixed costs of an in-house CFO. Fractional CFO - Executive Advisory – provide owners and executives with financial expertise to help make informed, data-driven business decisions and pursue their best opportunities. - Financial Leadership – Evaluate business operations and financial results to project the future direction of the company and implement measurements that can track operational KPIs; cashflow; and profitability. - Financial Turnaround – Identify root cause of under-performance and tailor a full-scale recovery program focused on cash management, aligning revenue goals with cost structure, and financial system integration. Organizational Change Management - Buy-side Due Diligence – Business Valuation, Quality of Earnings analysis, EBITDA adjustments, and working capital targets. - Post-Merger Integration – identify and execute process improvements and efficiencies and set-up new chart of accounts, operating budget, and business model. - Digital Transformation – implement wide-scale ERP technology or process level micro-automation that can unlock value. Accounting Process Improvement - Financial Controls – find the weaknesses in your accounting control environment before they cost you. - Business Intelligence – make sense of what the numbers are telling you about your business and use the insight to make better decisions. - FP&A and Budgeting – measure processes so you can reward and reinvest the high performers and motivate and adjust underperformance.

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