Bottomline Growth Strategies

Our Services

BottomLine Growth Strategies performs a wide range of financial strategy services, including but not limited to the following:

• General & Specific Financial Strategy

• Multi-Year Planning & Projections

• Growth Guidance & Navigation

• Performance Optimization

• Cash Flow Planning and Analysis

• Risk Management

• CFO Mentoring & Coaching

• Finance Staff Assessment/Coaching

• Staff Recruiting

• Incentive Planning

• Exit Planning

All of the services in the list above fall under General & Specific Financial Strategy. However, we’ve highlighted select services in order to give you a more detailed explanation.

General & Specific Financial Strategy

We will supervise and review the preparation of all financial statements; assist with budgeting; develop cash flow projections, financial reporting metrics and performance measurement; analyze business trends; prepare owner and staff for board meeting presentations; manage external relationships, including those with bankers, investors, auditing firms and boards; assess, train and mentor your finance staff; evaluate pricing strategy for products and services; and provide any type of financial strategy assistance deemed necessary by ourselves and your company.

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Multi-Year Planning & Projections

When you are planning for growth and the financing you’ll need to fund it; when you are scaling up for growth; when you are developing a business plan for the next three to five years, you will need multi-year projections. We work with you and your team to develop multi-year projections, as well as determine cash flow needs.

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Growth Guidance & Navigation

We will assist you in determining and implementing the best possible path for growing your company in a sustainable way. This includes when and how to “staff-up,” how and where to secure funding, management of roadblocks or obstacles along the way, CFO and financial staff training and the preparation of all necessary financial strategy and planning documents.

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Performance Optimization

We will review and analyze your company’s performance and make specific and realistic recommendations about how to improve your performances. This service may be provided as part of your general financial strategy, but also in preparation for the sale of your business.

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Cash Flow Planning and Analysis

Cash flow planning is a critical part of managing most companies. Our cash flow planning process helps business owners answer the question: How much cash will be generated from, or will be needed in, the short and long term? We have developed short-term cash flow models that help businesses keep an eye on their cash flow needs over the next three months, as well as over the next year. In the long-term, we work with you to determine your cash needs during the initial budget planning process and on a regular monthly basis. Like you, we don’t want any surprises.

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Risk Management

We will assist your company in managing risk via a well-crafted financial strategy that balances business growth with prudent decision-making. Everything we know about business growth in general, the current economy, your industry, your target market, goes into crafting a solid plan that allows your company to manage risk wisely.

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CFO Mentoring & Coaching

We will work one-on-one with your current or incoming CFO to assist them in growing their skill set, improving their performance and/or preparing for the growth of your company and/or the growth of your company’s financial team. We are former corporate CFO’s who have the real-world experience to mentor others across the full range of financial strategy and management issues.

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Finance Staff Assessment/Coaching

If you are concerned that your financial staff (including your CFO) is not performing optimally, we will assist you in determining if your assessment is correct and in crafting and implementing a plan to ensure your team gets and stays on track. Additionally, we will assist your team in implementing best practices in your Financial Organization, based on where you currently are in your company’s life cycle.

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Staff Recruiting

As your company grows, we will assist you in making certain you have the right team on board to summit. This includes helping you determine which positions need to be filled first and the qualifications required for the candidate, as well as support with interviews and new hire induction.

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Incentive Planning

We are expert in developing incentive plans that drive accountability and performance. We will assist you in determining the best plan for your stage in the business life cycle, as well as the most appropriate plan for each staff level.

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Exit Planning

You put significant sweat equity into planning and growing your business: developing your vision, putting your plans into action. But what about when it’s time to sell or retire? Seventy-five percent of business owners do not have an Exit Strategy & Plan. If they are selling, this means they may not realize the full value of their business. And, if they are retiring, it means that their business has a high probability of not making it gracefully through the transition. Exit Planning is a critical step on your journey to success. As of January 2010, only a handful of financial experts in the country have attained a certification in Exit Planning – Carol Coughlin of BottomLine Growth Strategies is one of them.

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