Aligned Financial Services

Small business owners face many challenges – people, sales, operations, quality, technology, support, administrative, etc. All of these must be managed in an effective and balanced way to guarantee success. The Chief Financial Officer’s role is to advise business owners on strategy, financial and operational results, cash flow planning, company operations, resource allocation, financial analysis, and profit maximization. The CFO analyzes, predicts, and navigates through difficulties as they develop on the horizon. Unfortunately, many small businesses cannot afford a full-time CFO, and this is where an as-needed, part-time CFO is invaluable and cost-effective. Aligned Financial Services was founded by Steve Thomas, who is a highly experienced CPA, CFO, and Controller, to help small to middle-market companies strategically focus on profitability, cash flow, and long-term value. It is vital to align everyone in the organization around your goals, strategies, and processes to drive all decisions towards efficiency and profit maximization. Finance • Business strategy • Financial planning and analysis • Optimizing cash flow and creating dynamic forecasts • Monitoring business drivers and key performance indicators • Creating actionable business intelligence • Preparing board presentations Accounting • Maintaining the general ledger and preparing account reconciliations • Preparing the financial statements and variance analysis • Managing accounts payable, payroll, and accounts receivable • Supervising the accounting team and overseeing the month-end closings • Performing inventory control and job cost accounting • Developing internal controls and processes • Preparing for financial statement audits Industry experience includes: Distribution Retail Aviation Healthcare SaaS Service companies If you have some needs, wants, problems, challenges, or goals you would like to discuss, call me at (214) 755-5129 or email stevethomascpa@gmail.com.