ABOUT A&Z CONSULTANTS
At A&Z Consultants, we provide operationally focused Fractional CFO services to growing companies. We pride ourselves on integrating seamlessly into our clients’ organizations to help develop and execute on their growth strategies
We serve companies in all stages from pre-revenue startups to well-established companies - bootstrapped, Private Equity, or Venture Capital-backed (Pre-seed, Seed, Series A, Series B, Series C)
Our expertise spans a wide variety of industries including SaaS/Technology, Professional Services, E-commerce, CPG, Manufacturing, Food Science, and more.
Our team, made up of experts from top financial firms and startups, is uniquely positioned to provide strategic insights that help navigate the financial complexities startups face.
OUR SERVICES
Results Analysis
Analyze your financial results looking for trends, clues to operating more efficiently, and information that will assist you in future decision making. We can similarly analyze your operations.
Profitability – Determine the profitability of products, customers, and/or regions you serve.
Key Performance Indicators - Identify key indicators and set up systems to track those indicators and measure performance.
Process - Assess your operation looking for process inefficiencies that may be costing your company money.
Treasury / Fund Raising
Strategic Planning
Budget / Forecast
Identify and quantify the important factors that affect your future growth and success. This will entail a detailed analysis of your market, competitors, customers, and potential adjacencies. Analysis will serve as a basis to prepare financial projections, metrics / milestones, and narratives that help you visualize your company’s future.
Create a budget process or recommend improvements to your current budgeting / forecasting process based on the company’s past results and future targets.
Investment / Acquisition Analysis
System and Process Assessment
Review and/or establish a cash management system. Develop detailed cash projections and create bank financing packages as well as assist in negotiations.
Assist with activities related to investments, including acquisitions. This includes structuring, diligence, negotiations, and eventual assimilation stages of acquiring a business or assets.
Assess existing systems and processes to ensure they are operating efficiently and are providing the ability to obtain accurate results in a timely manner. For deficient areas, we can develop or recommend improvements for you. This might include, among others, your financial accounting system, cost accounting system, purchasing/accounts payable process, operations process flow, or system for measuring operations performance.