Services.

  • Strategic Financial Management

        •    Financial strategy development

        •    Budgeting and forecasting

        •    Cash flow management and optimization

        •    Profitability analysis and cost reduction strategies

        •    KPI development and performance monitoring

  • Accounting & Financial Reporting

        •    Monthly, quarterly, and annual financial reporting

        •    GAAP compliance and financial statement preparation

        •    Bookkeeping oversight and reconciliation review

        •    Internal controls and process improvement

  • Cash Flow & Working Capital Management

       •    Cash flow forecasting and optimization

        •    Accounts receivable and payable management

        •    Expense and cost control strategies

        •    Vendor and supplier negotiation support

  • Fundraising & Capital Strategy

        •    Financial modeling for investors and lenders

        •    Debt and equity financing assistance

        •    Investor pitch deck preparation

        •    Bank and lender relationship management

  • Mergers, Acquisitions & Exit Strategy

       •    Due diligence support

        •    Business valuation analysis

        •    Exit strategy planning and execution

        •    Post-merger integration

  • Risk Management & Compliance

        •    Financial risk assessment and mitigation

        •    Tax planning and coordination with CPAs

        •    Compliance with financial regulations and reporting requirements

        •    Fraud detection and internal audit support

  • Quickbooks Support

        •    Certified QuickBooks ProAdvisors

        •    Cloud-based support and solutions providing virtual support wherever you do business

        •    Cloud-based QuickBooks software implementation, set-up, clean-up, and reconciliations

How we work.

  • 1. Reach out to Wiseman Business Advisors.

    2. A free consultation is scheduled to explore your needs and determine if a partnership is mutually beneficial.

    3. Whether or not we move forward, you will leave with expert advice and guidance on your next steps.

    4. We determine your goals and how you define success. These become the guardrails for our engagement.

    5. We take over the identified work, processes and systems.

    6. We begin with monthly CFO calls, dissecting your financial statements and setting strategy to drive you toward your annual goals.

    7. We track the results and adjust as necessary.

Reach Out!