Planet B Solutions
Home
Meet the Expert
Sustainability Consulting
Outsourced CFO Services
Contact
Planet B Solutions
Home
Meet the Expert
Sustainability Consulting
Outsourced CFO Services
Contact
More
  • Home
  • Meet the Expert
  • Sustainability Consulting
  • Outsourced CFO Services
  • Contact
  • Home
  • Meet the Expert
  • Sustainability Consulting
  • Outsourced CFO Services
  • Contact

Outsourced cfo and Accounting Services

CFO & Tax Director services

Are You Financially Managing Your Business?

 

We help small to mid-sized businesses grow their profits by identifying challenges, developing tailored solutions, and implementing impactful changes—while also managing and optimizing your tax function for maximum efficiency:


High-Level Focus Areas

· Strategic ownership & review of Profit & Loss

· Cash-flow analysis & vendor-term negotiations

· Staffing & operational efficiency improvements

· Tax & Accounting optimization & oversight


Profit & Loss Optimization

· Review and improve financial statement processes

· Track income ratios & operating expenses vs forecasts

· Identify & boost high-margin services


Cash-Flow Strategies

· Model real-time cash-in / cash-out performance

· Negotiate extended payment terms & early-pay discounts

· Identify & Improve open AR challenges


Tax Life Cycle

· Tax return review and compliance with deadlines

· Provide audit support and defense when needed.

· Identify and maximize tax saving opportunities


Expected Outcomes

· Monthly financial clarity and actionable insights

· Roadmap of measurable growth milestones

· Six-figure annual savings vs. hiring a full-time CFO, Controller & Tax Experts

· Higher net margins via streamlined operations

· Cash tax savings

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