Financial Consulting Services
AngelytiX is here to give you access to outsourced CFO services without having to hire them as full-time employees. We can be as flexible as needed yet consistent and reliable to help you optimize your budget and your output. The outsourced CFO package is managed by Lawrence Brown with a team of CPAs and bookkeepers as needed.
- General CPA level accounting
- Tax preparation and filing
- Financial budgeting models
- Expected vs actual expense analysis
- Financial projection models
- Business models
- Capital raising guidance and material preparation
- Customer analytics tools
- Pricing strategies
- Expansion planning
- Financial representative at board meetings
Our Team
Lawrence
CFO / Financial Strategy
Armine
CPA / Accounting and Taxes
Expertise at all levels
Analytical Expertise
- Customer lifetime analytics
- Pricing optimization
- Dashboard analytics
- Business insights
- Automated reporting
Strategic Expertise
- Business plans
- Determining business viability
- Marketing and sales strategy
- Scale-up strategies
- Strategic roadmaps
Operational Expertise
- Process improvement
- Managing employees
- Benchmark creation
- Performance optimization
Our Process
Our process is entirely customizable to your business, but we do tend to follow a broad strategy. The first month will involve assessing the current state of financials, carrying out any necessary clean up – bookkeeping, systems, data tracking, etc, and then planning a customized strategy for your needs and next steps.
In the following months, we will focus on management and looking forward. This involves maintaining financials and product/customer level data and building necessary forward looking tools such as projections or customer/product analysis models, as well as defining, measuring, and strategizing on KPIs for the business. We will then interpret this data to help make strategic managerial decisions, acting as the outsourced CFO and data consultant for the company, and of course, we are always available for general strategic guidance and deep level interpretation of data insights.