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DAY TO DAY ACCOUNTING, CASH FLOW MANAGEMENT, FINANCIAL ADVICE FOR YOUR GROWING BUSINESS
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Services We Offer:
At Financial Direction, we only provide you with the services your business needs. Our services do not replace your tax advisor, but are complementary. Some of our clients need day-to-day accounting and help putting fires out; others send us their data periodically for processing. We’re very flexible and understanding of your unique situation.
Finance Department
You get an experienced finance department without the hassle of self-staffing and employee turnover. FD staff have technical expertise and efficient working practices, as well as access to current technologies. Staff are cross-trained to eliminate downtime for sick days. FD can, and does, operate a paperless office, which makes it easy for us to work with businesses all over the U.S. and abroad. All this for less money than it costs in-house.
Examples of Available Services (Customizable):
Daily Cash Flow monitoring
Full service Accounts Receivable
Full service Accounts Payable
             Pay vendors directly into their bank account (ACH), or by check
Conversion between Accrual and Cash Basis (such as for year-end forwarding to your tax accountant)
Standard or Departmental (Profit Centers) Chart of Accounts (or your existing COA)
Inventory and Asset Tracking
Copy of your company data file zipped to you every night
Regular management reports, unique to your business, together with a monthly meeting to review the results
Budgeting
Finance Director  
Having a Finance Director provides your business with years of in-depth financial and managerial experience.  
Whether you require:  
An independent view
Assistance with strategic planning or fundraising
An objective evaluation of commercial opportunities
Access to additional best practices or improved internal controls and policies
Training in finance for key staff
Greater value from reporting
Guidance on director responsibilities
 
Our financial director services are cost effective, provided by qualified, experienced professionals whose sole aim is to reduce your burdens and increase your returns.
Financial Modeling  
Do you have a financial model that shows how your business could generate more sales and save on costs? Financial Modeling is more comprehensive and imaginative than typical budgeting. We’ll create “what-if” scenarios with your input that will help you strategize.
Financial modeling allows you to:  
Analyze the process by which your business generates profit
Measure the key factors which create profit for your business
Control the finances and information which create profit for your business
Improve the success in sales growth and profits your business achieves
 
Financial modeling also allows you to:  
Train staff in what they need to know
Motivate staff by setting realistic targets and rewarding achievement
Manage staff through reporting on their performance
 
And to:  
Invest in the key areas which will create more growth and profit
Communicate the past and future successes of your business
Finance the growth of your business with the help of future profits
 
If you need more time to develop your business, but you don’t want the hassle of full-time staff, call Financial Direction for a free chat!
Financial Direction, Inc.
P.O. Box 296
Geneseo, New York 14454-0296
John Perkins, FCA - President
jp@fd-usa.com
Phone: 585-519-4209
Tanya Rice - Sr. Accountant
tr@fd-usa.com
Phone: 585-519-4209
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