A financial guide to align your vision to your finances. And a strategic partner to make it come to life.
“David is not only our CFO, but a true thought partner for Besa. He’s helped us meet (and surpass) our capital campaign goal, double our team size, manage our audits and reviews, and even get our PPP loan through twice. Having David on our side has allowed us to go further faster, be more intentional, and show up for our team...ultimately allowing us to scale farther than ever before.”
If you’re a social enterprise that wants to grow, you know you need to have your finances in order. But you need more than just a number cruncher. You also need a partner you can trust.
And that’s where Panoramic Strategy can help – as an outsourced CFO that blends partnership, strategy, and finances into one.
So yes, we’ll take care of all you’d expect from a CFO. Financial analytics, budgeting, forecasting, building out models, accounting…
But we’ll also do so much more.
Have an ambitious goal? Hoping to expand your team? Wondering what your options are to scale?
No matter what you have in mind, we’ll run the numbers to see what’s possible – then build out the financial models that’ll let us get there. (Or if there’s another pivot we think is better to take, we’ll be an honest partner and let you know that, too.)
Many organizations work backward – first looking at their finances, then seeing what they want to do based on what they have.
Our approach is different. Instead, we’ll start by developing an understanding of your long-term vision. Then we’ll craft the financial pathway needed to bring it to life.
As your financial partner, our top focus will be to help your leadership invest more of their time and budget in the areas with the most impact.
That’s why we’ll work to align all elements of your finances (pricing strategy, forecasting, reporting, revenue sources) with your organizational values.
Because when everything is in alignment, you can feel confident that any new financial decision or company investment you make is on the right track.
With our in-depth work in strategic planning, organizational change management, and high-performance team advising, you’ll get so much more than “just” CFO services.
You’ll also get the backing of a true partner that can help you grow – both financially and in impact – with a big picture, based-on-experience perspective.
“Even though he’s not in the office with us, I really feel like David is part of my team. He’s my CFO as well as a true partner because he understands everything we’re working towards, and he’s become a sounding board for things I may be struggling with in the business (hiring, policies, finances). Thanks to his help, we’ve been able to make sense of our finances and grow by 300% in just 3 years.”
*The exact process we choose to take together will vary based on your particular financial and business goals.
The example offered below merely gives an idea of what our time together may look like.
In most cases, we’ll begin our time together with activities that develop clarity on the vision of where you want the organization to go.
From there, we’ll dive deep into your current financials and organize them so they are more useful, timely, and easy to access for your decision-makers.
This phase may include:
After we’ve “made sense” of your finances and determined where you want to go, we’ll move into analyzing what’s possible for the future.
Together, we’ll look to the financial analysis, forecasting, and budgeting critical to strategic decision-making across the company.
This phase may include:
Once the fundamental work from our first two phases is complete, we’ll be ready to explore your options for growth and strengthening your impact in the long term.
This phase may include:
