Advanced Financial Services
Expert Financial Management and Leadership Solutions
Consulting for Growth, Efficiency and Continuous Improvement
Our Services
The basic financial reporting package includes some or all of the following:
Custom P&L and Balance Sheet reports adapted to your needs, bringing information from your own data
Data validation
Variation analysis: Prior year-to-date vs current year-to-date (YoY), Year-to-date over budget-to-date (YoB), Latest estimate (forecast to the end of the year)
Forecasting: Performance projection over the next 3 to 5 years, including building sales forecast with your team
Recommendations on Financial reporting structure, chart of accounts, and other financial settings for improved reporting
We provide you with highly qualified and trained staff to do your accounting at a fraction of what it would cost you to run this department internally.
Our Controllership and accounting services include:
Accounting, classification of expenses and data entry into your own accounting program (or ERP), or including you in our ERP and accounting management services (extra costs from licensing and data warehousing if needed)
Ethical and cautious management of all your data entries
Payment of expenses and ACH or check runs (remote printing or we print and send for you)
Accounts receivable monitoring
Cash flow management
Internal controls
Management of your accounting staff (Starting at $99 per hour)
Leadership, training and mentorship of your own accounting staff (Starting at $99 per hour)
Let us help you measure and analyze your culture so you can understand where you are at, where you can grow, and how to create a great environment for people to grow and make your business grow too!
Strategic financial services starting at $150 per hour, including some or all of the following:
Strategic design of your financial department, including a 3-5 years plan identifying:
Growth possibilities and needs
Current and future staff requirements for optimal performance
Analysis of current and future software infrastructure
Future-proof financial structure, including cash flow needs, risk management, accounting and reporting needs
Mergers and acquisitions valuations and selling/acquiring strategies including financial planning and analysis.
SOP (Standard Operating Procedures) design, tailored to your actual needs, and staff training for following those procedures
Operational continuity planning and assurance, remaining your CFO or CFO consultant for the lifetime of your organization
Fundraising support (Including series A, B, C) and the related financial outcomes planning and analysis
Due diligence reporting, valuations, planning and analysis, as well as checklists and controls for proper execution
Investor and stakeholders training, presentations, credibility building
We can help with all your school business management needs. Our trained professionals combine over 30 years of school business and financial management, delivering catered solutions to your school district at a fraction of the cost:
Meet Department of Education standards and reporting requirements
Budget for success and student growth
Forecast the future of your district and learn how to solve the issues you may be facing in the future ahead of time
Capital and building usage planning
We supervise and train your staff, or can even provide you with staff that will take care of your operational and financial needs
We can help you hire great candidates for Business Manager and even Superintendent positions
Schedule your appointment
Schedule your consultation today to leverage our expert insights and drive your business forward. Our dedicated team is ready to provide tailored solutions to meet your organization's unique needs and help you grow efficiently and sustainably.
About
our company
We are experts at making your organization grow through enabling better data-driven decision-making and helping you create a culture of team-building leadership that will deliver while maintaining and nurturing your internal knowledge and staff capabilities.
ADFISE LLC was founded with the idea of providing advanced financial services to companies in the area, and remotely throughout the entire country. We specialize in delivering optimized financial operations, processes, information technology systems and in general, making your information accessible to you. We also have the ability to analyze your data and provide you with information-driven advice that will allow you to grow your business and scale up to the next level in your market, whether that means expanding to new areas in your city, to the whole state, the entire country, or even going multinational with offices around the world. Whatever your growth goals are, ADFISE will stand behind your growth and helping you see the path forward at all times.
Our services can be tailored to your needs, whether you need help forming an accounting or financial department, training that staff to be better at their jobs, or even taking over your accounting with our own internal accountants and financial analysts, and providing you with reports that will deliver insightful information to you and anyone in your organization that needs it.
