Our Services
Soltan & Associates offer a comprehensive suite of financial management solutions tailored to the needs of small to medium-sized businesses, startups, and growing organizations. Our services are designed to provide the strategic expertise and financial oversight of a Chief Financial Officer (CFO) on a part-time or fractional basis, making high-level financial guidance more accessible and affordable.
Fractional CFO
The Fractional CFO role is pivotal in your company's day-to-day operations and in nurturing your long-term aspirations. As a Fractional CFO, we will equip your team with essential tools and insights for informed decision-making, aligning financial strategies with your business's overarching goals.
​The role includes:
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Formulation and Execution of Financial Strategies and Planning
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Build and update a Financial Forecasting Model
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Comprehensive Financial Reporting and Analytical Review
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Effective Management of Cash Flow
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Oversight of Risk Management and Regulatory Compliance
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Manage Investor Relationships
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Monthly One-on-One Meetings with the CEO
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Regular meetings with the Executive Team
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Management of the Finance/Accounting Team
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Other ad-hoc projects
CFO Advisor
The CFO Advisor plays a pivotal role in steering the company's overall strategic direction, especially in areas impacting financial health and growth.
The role Includes:
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Strategic Financial Planning and Advice
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Monthly Financial Analysis and Reporting
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Support and Guide the CEO's Fundraising Initiatives
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Manage Investor relationship
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Monthly One-on-One Meetings with the CEO
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Guiding and optimizing the Finance/Accounting team
Financial Model Buildup
The Financial Model is specifically suited to your distinct needs and business profile. By collaborating closely with you and your team, we gain a deep understanding of your vision and objectives. This enables us to develop a model that clearly communicates both the present state and future potential of your business to you and your stakeholders.
​The Financial Model Buildup will include:
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Thorough analysis of past Financial Statements
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Monthly Financial Projections for the next 3-5 years, covering all three key Financial Statements ( Income Statement, Balance Sheet, Cash Flow Statement)
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An Executive Summary, tailored for inclusion in Pitch Decks
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Comprehensive revenue forecasting built uniquely for your business
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A detailed plan for future hiring
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5-8 meetings with you and your team for progress reviews and alignment
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3 hours of complimentary service post-delivery for any model updates
