What is a Strategic CFO?
A Strategic CFO (or outsourced CFO) takes on the role of a Chief Financial Officer for your organization, offering high-level financial expertise without the cost of a full-time executive.
They provide Financial Planning and Analysis (FP&A), a strategic function that involved planning, budgeting, forecasting, modeling, and performance reporting. FP&A professionals analyze financial data to provide insights, support design making, and align financial strategies with business goals.
Our FP&A Advisory Services include the following four elements:
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Planning and budgeting
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Forecasting and modeling
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Integrated financial planning
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Management and performance reporting
Why Outsource the CFO Role?
In today's fast-paced business environment, the need for financial agility and strategic decision-making is paramount. In an increasingly competitive business landscape, outsourcing your FP&A function offers a strategic advantage and can provide you with numerous advantages.
Let us be your partner in optimizing your financial operations. By outsourcing your FP&A function with The Bee Dance CPAs, you can focus on your core business while benefiting from the advantages of experienced financial professionals and cutting-edge technology. With services including planning, forecasting, integrated financial planning, and performance reporting, we're here to support your financial journey.
How The Bee Dance Can Help Your Business
Expert Guidance
Our FP&A advisory includes planning, budgeting, and forecasting. With these elements, we help businesses make informed financial decisions and set achievable goals. Our experienced professionals bring strategic insights to the table. When you outsource your FP&A function to us, you gain access to a team of financial experts with a deep understanding of the intricacies of financial planning and analysis.
Management and Performance Reporting
Effective management and performance reporting are essential for measuring success. Our team ensures that financial reports are accurate, timely, and presented in a clear, actionable manner. This enables better decision-making at all levels of your organization.
Integrated Financial Planning
Businesses need a comprehensive view of their financial situation. Our integrated financial planning approach ensures that financial goals align with your strategic objectives, fostering growth and sustainability.
Cost-Efficiency
Outsourced CFO services can save your business money by providing top-tier financial expertise without the expense of hiring a full-time CFO. It's a cost-effective way to access critical financial leadership.
Tax Planning & Analysis for Individuals
We can also help high net-worth individuals (at least 1M in AGI) with the following strategies yielding 5 to 1 and sometimes even more return on investment as far as reduction in taxes goes:
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Charitable Holding Corporation (CHCs), Film Debt Financing, Equipment Leasing, New Leveraged Asset (Horseshoe Bend 5x1) and Volcanic Ash (4x1) and Financed Business Insurance
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Financed Equipment Leasing Program - (6x1 first year) and ultimately about 100% ROI over 5 years, after some of the depreciation is recaptured
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The Leveraged Asset program (Horseshoe Bend) currently offers (5x1), up to 30% of AGI.
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Leveraged Asset (Volcanic Ash) 4x1 up to 30% of AGI.
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The Film Debt Financing (4x1), up to 100% of AGI plus equity in the Film Deal.
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Financed Business Insurance (5.5 x 1) up to 70% of AGI, but is limited to the amount of risk / income / revenue / asset size for the total amount of coverage. This can work for W2 as well by insuring their investment risk, risks of losing their income, etc.
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Solar Benefits (200+% IRR) can eliminate current year’s income and go back up to 3 years, using tax credits, leverage, depreciation and expenses.
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CHCs have been amazing at eliminating ordinary income ($1+M AGI or $1.5+M gains in appreciated asset sales).
Financial Planning & Analysis
Financial planning is connecting our expertise to your business's needs & goals, spurring action that makes a difference in the lives of our clients. This is similar to the synthesis aspect of honey creation. At The Bee Dance, we provide financial advisory services based on your values. Whether you value connection, empathy, productivity or strong ethics, our services will be a reflection of your purpose.