A Fractional CFO Can Help You Use FP&A To Meet Your Goals

As fractional CFOs, we have the unique opportunity to use financial planning and analysis to help you achieve your business goals. In this blog post, we will explore how a BluePrint CPAs Fractional CFO can use these tools to accomplish three key objectives: growing revenue with an ABM strategy, maximizing the equity value of your business and minimizing tax liabilities.

Objective 1: Grow Revenue with an ABM Strategy

Account-based marketing (ABM) is a strategy that focuses on targeting specific high-value accounts with personalized marketing and sales efforts. By using financial planning and analysis, a fractional CFO can help their clients identify the most profitable accounts to target and develop a customized ABM strategy to engage and convert these accounts.

One way to do this is by analyzing historical sales data to identify patterns and trends in customer behavior. This information can be used to create target company personas that represent the ideal customer for your client's business. These personas should include information on demographics, psychographics, technographics, and life cycle.

Once these target company personas have been developed, the next step is to use financial planning and analysis to prioritize accounts based on their potential profitability. This can be done by analyzing data on customer lifetime value, acquisition cost, and potential revenue growth.

With this information in hand, a fractional CFO can work with their client's marketing and sales teams to develop a customized ABM strategy that targets these high-value accounts with personalized messaging and offers. This can help increase conversion rates and drive revenue growth for your business.

Objective 2: Maximize The Equity Value Of Your Business

As fractional CFOs, we can also use financial planning and analysis to help our clients maximize the equity value of their businesses. This can be done by identifying areas where the business can improve its financial performance and implementing strategies to increase profitability.

One way to do this is by analyzing the company's financial statements to identify areas where costs can be reduced or revenue can be increased. This might include reducing expenses in areas such as marketing or operations, or increasing revenue by raising prices or expanding into new markets.

Another way to maximize equity value is by improving the company's cash flow. This can be done by implementing strategies such as reducing inventory levels or improving accounts receivable collection. By improving cash flow, a company can increase its ability to invest in growth opportunities and generate higher returns for its shareholders.

Objective 3: Minimize Tax Liabilities

Finally, a BluePrint CPAs fractional CFO can use financial planning and analysis to help our clients minimize their tax liabilities. This can be done by identifying tax-saving opportunities and implementing strategies to take advantage of these opportunities.

One way to do this is by analyzing the company's tax situation to identify areas where tax credits or deductions may be available. This might include taking advantage of research and development tax credits or deductions for capital expenditures.

Another way to minimize tax liabilities is by implementing tax-efficient investment strategies. This might include investing in tax-advantaged retirement accounts or using tax-loss harvesting to offset capital gains.

In conclusion, as fractional CFOs, we have the unique opportunity to use financial planning and analysis to help you achieve your business goals. By focusing on growing revenue with an ABM strategy, maximizing equity value, and minimizing tax liabilities, we can help our clients build successful businesses that generate strong returns for their owners.

If you're interested in learning more about how a BluePrint CPAs Fractional CFO can help your business achieve its goals, please don't hesitate to contact us for more information.

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Rebecca Scott
Web Designer

Rebecca is a Web Designer at BluePrint CPAs. She is a graduate of St. Clair College’s Internet Applications and Web Development Program and has worked as a freelance web designer before joining the BluePrint team.

BluePrint CPAs is a management consultancy that simplifies digital, financial and talent strategies. Our team helps entrepreneurs and their teams grow profitable and modern businesses.

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Kit Moore, BluePrint CPAs President & Lead Tax Advisor

Kit Moore, CPA, CA
President & Lead Tax Advisor‍

Kit Moore, is an entrepreneur that simplifies digital strategy for other business owners. The team at BluePrint CPAs can assist you with web design, development, analytics, management systems and, more importantly, your overall business strategy. The toughest part of digital transformation is re-training your team - and we have pros to help with that as well.
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BluePrint CPAs is a management consultancy that simplifies digital, financial and talent strategies. Our team helps entrepreneurs and their teams grow profitable and modern businesses.

Book Consultation

Kit Moore, CPA, CA
President & Lead Tax Advisor‍

Kit Moore, is an entrepreneur that simplifies tax and financial strategy for other business owners. The team at BluePrint CPAs can assist you with financial technology, tax strategies, mergers & acquisitions, succession & exit planning and, more importantly, your overall business strategy.
‍
BluePrint CPAs is a management consultancy that simplifies digital, financial and talent strategies. Our team helps entrepreneurs and their teams grow profitable and modern businesses.

Book Consultation

Joe Marra, MBA
‍Senior Associate, Strategy Consulting

Joe is a Senior Associate, Strategy Consulting at BluePrint CPAs. He is a recent graduate of the MBA Program at the Schulich School of Business and has most recently worked for Bayer Inc and the Ford Motor Company of Canada. His experience in marketing, sales, and human resources spans various industries including hospitality, logistics, life sciences and automotive manufacturing. Joe loves working with entrepreneurs to develop their digital strategies and help them grow their business.

BluePrint CPAs is a management consultancy that simplifies digital, financial and talent strategies. Our team helps entrepreneurs and their teams grow profitable and modern businesses.

Book Consultation