Continuous Financial Planning – A Guide

Need A Framework for Clarifying Your Organizational Readiness and the Next-Best-Steps for your Continuous Financial Planning Journey?

#FinancialOperationsTransformation #FPandA #ContinuousPlanning

Who this Guide is for:

• Finance leaders or change agents charged with transforming finance

• Executives who want to leverage financial operational data to drive decision making

• Business Leaders evaluating Continuous Planning needs

Every area of people, process, and technology can be enhanced with the goal of increasing your organization’s financial IQ.

Continuous Planning Defined:
• Financial planning, consolidation, reporting & analytics capability
• Managed by competent people using proven processes and systems
• Providing timely, continuous and trusted information
• Available to everyone anywhere

Your Take A Ways:
• Identifying your Continuous Planning “Current State”
• The Next-Best-Steps for your Continuous Planning journey
• How to improve finance processes and support strategic decision making

Introduction
Understanding your organization’s financial IQ is the first step as you undertake a Continuous Planning initiative.

The Next Best Step to Frictionless Financial Operations

I am a CFO: Why as the CFO am I working late the night before exec meetings struggling to pull together even basic financial and operational reports that I know will get challenged by the other execs?

I am a CEO: It’s always frustrating that before a major decision or board meeting – “My team struggles to pull together even basic financial and operational data in time to help me make decisions based on data that I can trust.

Amazon and Uber Deliver in Minutes & Hours, Yet Most SMB Financial Reports take Weeks

SMBs are not aware that by “Ubering” their back-office Accounting & Financial Operations they can get their reports in Minutes and Hours, while cutting accounting costs in half by leveraging SaaS Software and Fractional Outsourced Expertise.
Uber & Amazon are examples of the frictionless and fractional value chain and likewise SMBs can take advantage of this trend now because:

SaaS for SMB Accounting and Back-office Financial Operations is available, capable, scalable, consumable and affordable – from “Cheap & Cheerful” to “Rich and Robust”
Accountants with expertise in Operations and Software can assemble Best-in-Class SaaS solutions in 45-60 days, while your team stays focused on their day jobs
Outsourced fractional implementation services are available at SMB price points because they use…[Email readers, continue here]…SaaS software and tools – to work, collaborate and train remotely and fractionally
New designs for integrated Financial Operations enable continuous Accounting and Operations visibility by reducing friction through paperless automation and streamlining
Access to affordable Professional Advisory services is enabled by continuous Accounting and Operations Visibility
Hyper-growth is enabled by the scalability of SaaS and outsourced fractional services

For SMB executives, this means it’s now possible to drive the business using reliable real-time numbers and removing barriers to growth by extending the competence of their teams and building the foundation for hyper-growth all while increasing flexibility and cutting costs.