Our Approach
Step 3: Building
When its time to build systems and organize data, we leverage any and all resources and input from Listening and Planning to manifest the most effective, efficient and stable systems possible:
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Effective- Meets your overall goals
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Efficient- Leverages automated systems
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Stable- A system is only great if it works in many different scenarios and delivers all the critical components reliably over time. Our goal is to build something with a strong foundation that lasts.
Here at A&F Advisory, this is what we get really excited about: the puzzle we solve to put your business on the path to thrive. You stay focused on running your business while we erect the scaffolding to achieve your wider business aspirations.
Step 1: Listening
We start with an initial Assessment getting to know you and your business:
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Who are you? What's your business about?
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What does success look like for you?
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How do you know when your business is doing well or when its time for an adjustment?
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What calculations do you juggle in your head?
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What about your business keeps you up at night?
There are many ways to understand how a business is doing. Accounting and Finance matters don't live in isolation. They are one way to understand if success is here, just over the horizon, or if you need to pivot. At A&F Advisory we believe that listening to our clients is the first step on the path forward.
Step 2: Planning
We know you are excited about your business; we're excited too. While we would love to jump right in, we've learned time and time again not to let our enthusiasm get the better of us. The old adage 'measure-twice, cut once' is the best way to make real progress towards business goals. Once we've defined those goals together, we will collaborate to craft a concrete plan while asking the hard financial questions up-front.
At A&F Advisory we make sure to build on clear goals with reasonable, adaptable strategies that will get us to end on the best route possible. Road-mapping allows us to evaluate the trade-offs between different automation methods and where they can best be deployed.
Step 4: Delivering
This is the result of all that hard work: a strong picture of the financial health of your business, a clear view of a possible acquisition target, board-ready slides illustrating to investors how their capital has grown, a cash runway before additional fundraising is needed, or a detailed forecast of future performance. Regardless of the specific deliverable, you will have the peace of mind A&F Advisory is providing you with highly-skilled finance professionals that are guiding you through the complex and sometimes daunting world of business leadership.
ABOUT A&F ADVISORY
A&F Advisory
Not all businesses need the most expensive and comprehensive services; early stage companies often need a manageable finance structure that delivers key insights while being adaptable as growth changes the finance and accounting needs of the business.
A&F Advisory is a professional services company, providing strategic consulting support for your developing business needs. We are a client-focused firm that leverages automation and tactical design to provide quality services to entrepreneurs of any size. We truly enjoy supporting founders and venture capital backed businesses as they evolve through a complex business environment.
Our firm was born out of the experience of our founder Zach White, CPA. After spending nearly two decades of his career working with other accounting and finance firms and observing how they succeeded and how they fell short, Zach created a firm that provides pragmatic, high-quality business services.
We offer a variety of services including:
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Fractional Controller
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Fractional CFO
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Accounting systems analysis and implementation
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Bookkeeping, Accounts Payable, Accounts Receivable
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Taxation Support
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FP&A and Budgeting
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Mergers & Acquisitions
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Due Diligence Support
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Profitability analysis
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Cash-Flow Management
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Crypto Accounting
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Consulting and Advisory Around all Business Matters
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Startup Support
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