FinHolo Solutions
Unlock hidden business intelligence
We approach our role as your virtual CFO in a way that raises the skills of your accounting employees, via our Nimble Knowledge Toolbox® and gives you greater control of business operations with our FIO-markers® scorecard and support from your dedicated Financial Analyst.
FinHolo Approach
We don’t replace your existing accounting and tax providers. Instead, we complement their services by:
- Eliminating the need for you or your staff to learn complex software or data concepts
- Uncovering causes of current financial performance
- Teaching you how to measure business activities for maximum financial results
What do you get?
Our Financial Hologram® is a proprietary accounting workflow process that
turns your financial data into information and information into insight. It
consists of:
- Access to our Nimble Knowledge Toolbox. Your bookkeeper will upload general ledger
accounts that will be converted automatically to managerial accounting. This includes
financial ratios, trending and common size. - Industry Comparison. Your subscription includes access to industry ratios and will show
your position relative to industry competition. - FIO-marker® scorecard. This will immediately provide ratios in 5 financial areas. After
your bookkeeping is consistent and accurate, we will start developing performance
metrics with you. - Support of a trained, knowledgeable Financial Analyst. Monthly Executive Briefings are
designed to save you time and focus attention on what matters most. - Bookkeeper onboarding.
- Accounting and Management Training via blogs and videos.
Long-Term Benefits
By partnering together, we will be able to:
- Navigate economic challenges
- Build generational wealth
- Develop a profitable exit plan
And when your success necessitates a full-time CFO, our deliverables will make a smooth
hand-off. You will be able to retain your Nimble Knowledge Toolbox access and provide your
CFO with detailed historical context.
Why Strategic Intelligence Matters
The risks are real:
- Missed growth opportunities
- Persistent blind spots hampering decision-making
- A self-imposed ceiling on your business’s true value
- Stress that comes with uncertainty