Financial Business Consulting
Too often I’ve observed firsthand the negative results when small and medium sized business owners’ have administrative staff capable of handling the day-today running of the business but don’t have the experience or time to implement those big initiatives, provide “big picture” financial insights, or produce timely and accurate financials. Yet I understand these owners. Who can afford an experienced, full-time CFO and keep them busy at a high level? A temp service seems so….well temporary; never really learning my business.
– Stephen Barczykowski
- Monthly financials that are always late?
- Bank reconciliations that are months’ behind?
- Accounting or enterprise software outdated but don’t have the time or expertise to find or implement a replacement?
- Inventory out of hand? Or frequently out-of-stock?
- Stubborn customer collections slowing down your cash-flow?
- Employee handbook and HR policies stuck in the 90’s?
- Your bank wants a cash-flow statement for a new loan request?
- Overwhelmed by due diligence requests needed to sell your company? Or buy one?
- Sales are exploding and the rest of the company can’t keep up?
- Profits and cash are dropping and not sure where or how to reduce costs?
- One of your key finance staff will be on medical leave for an extended period and you don’t have anyone that can step up?
Bridging The Gap
Integrated Financial Insights plugs these gaps and more in two ways. We do the actual work needed in the short term to get past the impasse and we work with your current staff to develop the policies and procedures, giving them the tools to move forward. Click to learn more!
Our Services

Financial Reporting

Financial Controls

Business Processes

Startups, Growth & Right-Sizing
Our Blog
“Balancing Act”

Catch Phrase #5: Succession and continuity plans? I’ll worry about that when I need to.
Catch Phrase #5: Succession and continuity plans? I’ll worry about that when I need to. CFO’s Response: Then it may be too late. While catch phrases always contain an element of truth; using them as a justification for a business decision can sink a company. Catch...
Catch Phrase #4: Because we have always done it that way!
Catch Phrase #4: Because we have always done it that way! CFO’s Response: Yes, but we need to change to be scalable! While catch phrases always contain an element of truth; using them as a justification for a business decision can sink a company. Catch Phrases and...
Catch Phrase #3: You can’t sell out of an empty basket!
Catch Phrases Every Small Company CFO Has Heard (and Uttered) Catch Phrase #3: You can’t sell out of an empty basket! CFO’s Response: We have too much inventory! While catch phrases always contain an element of truth; using them as a justification...
Catch Phrase #2: We will make it up in volume!
Catch Phrases Every Small Company CFO Has Heard (and Uttered) Catch Phrase #2: We will make it up in volume! CFO’s Response: But the profit margin is too low (or dropping)! While catch phrases always contain an element of truth; using them as a...
Catch Phrase #1: We can’t cut that customer off. They are our largest customer!
Catch Phrases Every Small Company CFO Has Heard (and Uttered) Catch Phrase #1: We can’t cut that customer off. They are our largest customer! CFO’s Response: We are throwing good money after bad! While catch phrases always contain an element of...
19 Cobble Creek Curve
Newark, DE 19702
302-299-6339
