Your Banking Partner

Connect with your banking partner to explore what options are available to you in the short-term to expand lines of credit, enter asset-based lending agreements, or obtain short-term credit. 

Based on your business, now may be the time to grow and expand, which increases the need to seek additional credit. 

Engage Your Bank for Success

As the business world has experienced a tectonic shift, it is appropriate to re-negotiate your loan covenants to take into consideration the new economic environment. 

Business owners should engage banking partners openly to find more effective ways to work together. 

We have found that banking partners are a key factor in successful businesses and they truly serve as an effective outsourced treasury function. 

However, open communication is required which includes asking the right questions to determine the right levers to pull, ensuring your business has the capital necessary to thrive. 

Evaluating Relationships

Just as businesses are evaluating vendor relationships and you are being evaluated as a business partner, now may be the time to find the banking partner that will best serve the future of your business. 

Perhaps a new relationship should be explored as some banking partners will provide a fresh perspective on how your business can be improved. 

Our Part of Your Solution

Our B&V CFO Advisory solution provides experienced Controllers and support team members with experience in cash flow analysis and establishing best practices. 

Whether supporting your accounting team or serving as your outsourced accounting and finance function, we assess the issues, choose the best solution option available, transition into solving the issue and engage in the process. 

Our experience has shown us that our CFO Advisory services generally represent 60 to 75% of the cost of a fuller sourced, on-site accounting controller’s salary, benefits, and bonus. 

We engage our clients with a highly experienced team at a fraction of the cost of an in-sourced team. 

Our dedicated CFO / Controller, Accounting Manager and support staff is always there to answer questions, provide a structured control environment to protect your assets, and focus on helping you understand and mitigate your financial and operational risk.

If you are a service-based business:

  • In need of financial expertise and guidance,
  • Desiring a cost effective alternative to a full time Controller / CFO

Our B&V CFO solution may be the best option.  Our aim is to take care of your strategic finance and accounting needs so that you can take care of your business.

Next Steps

Interested in our CFO / Controller Advisory Services? Call us at 713.667.9147 and ask for Kevin Stewart or Jana Kelly to schedule a free 60-minute consultation.

About the Author

Kevin Stewart is an accounting executive within professional services, public and private growth companies. 

He has 20 years of experience turning around and building accounting and finance teams to fix the sins of the past, stabilize the now and create organizations to support growth. 

His deep finance, accounting and compliance expertise helps business owners focus on what they do best – run and grow the business. 

As your Chief Profit Officer (CPO), he will help improve your profits by focusing and advising on the controllable financial aspects of your business. 

Further Reading

Financial Transformation (Part 1): Cash and Working Capital Focus

Financial Transformation (Part 3): Real Estate Focus

Financial Transformation (Part 4): Focusing on Employees

Financial Transformation (Part 5): IT Security & Communication Focus

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