CFO Insight LLC
Finance expertise for mid-market companies
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There are three stages to financial management that range from straightforward timely, accurate, consistently prepared accounting and reporting to the most progressive financial management environment to include competitive analysis, global expansion and mergers/acquisitions and ventures.  The following template will help you identify your current stage of performance.  

The most effective organization will be one delivering Stage 3 performance - out-of-the box thinking and strategy, based on a foundation of Stage 1 - solid accounting and reporting, and Stage 2 - effective business planning (short-term forecasting... annual budgets) and in depth financial analysis concentrating on profitability (customer, product lines, business segments etc.) and cash flow.

An effective Stage 3 company will be properly capitalized to successfully grow in the prevailing competitive environment.