Partnering with small business owners with annual revenues under $10 million.
Empower your business with tailored financial solutions that enhance cash flow management, provide accurate forecasting, and support forward-looking strategies. Our services provide the strategic support you need to thrive and grow without the cost of a full-time FP&A team or a CFO.
Growth Powered by Planning for the Unknowns
As small business owners ourselves, we know the challenges you face. Managing operations, HR, IT, sales, and family life can make sustained growth feel impossible. Filing for extensions and waiting until September for your tax return only adds to the uncertainty. You shouldn’t have to navigate this alone or hire a full-time CFO with a FP&A team. At Islands East Financial Solutions, we empower you with the tools and insights to simplify your financial journey, turning challenges into opportunities for growth.
Our Approach:
- You get a partner that understands your personal goals and your business goals so we are aligned on the priorities.
- We support a review and rewrite of your business plan to remain focused on the mission, vision and strategy.
- Implement forecasting processes and monthly financial reporting practices so that your tax liabilities and cash flow are no longer unknowns.
- Assessment of your risks with recommendations of how to reduce your vulnerabilities.
- Review your employee benefits, including your own retirement plans, to ensure you can hire and retain quality employees while maximizing your tax credits and deductions.
- Collaborate with your CPA (or one of our CPA partners) to maintain alignment on strategies.
- Enhance your financial well-being to fuel your long-term growth and value.
Islands East Financial Solutions services:
- Business Plan Update: We understand that financial success starts with a clear vision for your future. Our team works closely with you to identify your unique goals and challenges, allowing us to create a tailored plan that highlights your long-term objectives and the actionable steps to achieve them.
- Bookkeeping Review: A review of bookkeeping practices will inform us if improvements are needed in order to consistently produce monthly reports.
- Overall Business Assessment: This process ensures we fully understand your business and your market and allows us to find solutions to each of your problems areas.
- Monthly Financial Reviews: IEFS will review your monthly financials and monitor your KPIs to identify savings and opportunities for maximizing your efficiency.
- Implement Forecasting Process: We will develop a forecasting process that provides updates on at least a quarterly basis, for both your P&L and Cash Flow.
- Risk Analysis: This assessment will explore legal issues, insurance analysis, tax concerns, succession planning for key employees, owner dependence, among other vulnerabilities.
- Monthly Meetings: As your partner, we will implement a monthly meeting cadence to review financial health and assist you in making confident decisions about your business.
- Collaboration: We will maintain relationships with your CPA, legal team, personal Financial Advisor, Business Valuators, and any other professional needed to maintain your growth trajectory and achievement of your goals.
Pricing
Islands East Financial Solutions pricing is based on the complexity of your business, the number of owners, and the financial maturity of the business processes. Pricing listed below is only a guide, as every engagement will need an individualized quote.
1st Year Boot Camp
Starts at $1,000 – $2,000 per month
The price is flexible and depends on the volume of work carried out by IEFS. For instance, the cost may be reduced if IEFS provides coaching while the business owner and staff undertake all the tasks.
Based on:
- 1 Owner
- Business Maturity Assessment suggests the need for the 1st Year Boot Camp
- Boot Camp requires most processes to be built from scratch
(Not every business will need the Boot Camp)
Ongoing Services
Starts at $500 – 1,000 per month
The price is flexible and depends on the volume of work carried out by IEFS. For instance, the cost may be reduced if IEFS provides coaching while the business owner and staff undertake all the tasks.
Based on 1 owner
Discounts may apply if owners contact Islands East Advisors for personal financial planning, investment management, or employee retirement plan management.
Space is limited. IEFS only has the capacity to serve approximately 4 clients requiring the 1st Year Boot Camp at a time and can typically only onboard 1-2 new clients per quarter. So if you are interested, please call today.