Why You Need 12|21

Customized CFO Services

Does your business need to take the next step to engage a CFO?

Use the chart below to compare the finance and accounting support your business currently has.

Are you getting the services your business needs for growth and profitability?

Are your current finance/accounting personnel qualified to perform all these necessary services?


Responsibility Value to your Business Impact on your Business
Chief Financial Officer
  • Formulates financial, tax, and risk management strategy.
  • Maintains bank relations.
  • Designs, reviews and comments on financial statements and management reports.
  • Designs and reviews financial policies and procedures.
  • Negotiates outsourced functions.
  • Prepares budgets and other financial plans.
  • Develops and maintains cash flow projection models.
  • Reviews capital request/capital budgeting analysis.
  • Reviews and analyzes customer contract pricing.
    Implements best practices
Strategic forward-looking business partner A formulated cash management strategy, healthy gross profit margins, and improved "bottom line", increasing your return on investment.
Controller / Business Mgr.
  • Oversees payment of A/P and collection of A/R.
  • Prepares financial statements and management reports.
  • Calculates job costs.
  • Manages accounting department.
  • Maintains internal control system.
  • Reconciles bank accounts and monitors cash balances.
  • Reviews and oversees payroll.
An accurate and timely historic view of all financial reporting. Financial statements in accordance with generally accepted accounting practices.
Accountant /
Accounting Clerk
  • Accounts receivable and payable at entry.
  • Processing of customer invoicing.
  • Processing of vendor payments
  • Collects and processes payroll information.
  • Maintains accurate records and files.
Daily, weekly and monthly accounting data recorded timely. A historical record of business transactions is maintained.

Does your business need…

…an efficient, practical. Flexible financial business expert, on site, on an as-needed basis?

…a senior financial executive resource without the cost of a full-time CFO?

…a strategic partner with executive-level financial experience who will work with your key partners (your CPA firm, banker and attorney) to optimize your company's financial success?

If you answered "yes" to any of these questions, 12|21 Financial Consulting Group is the right answer for your business.

Call 12|21 today to help answer these questions.

Contact Nick Ciaccio

P| 513-382-3546

E| Nick@1221financialconsultinggroup.com

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