iCFO is a family owned business that is dedicated to the art of combining technology, business strategy, financial management and wealth building into a complete solution for business management. We deliver high end and affordable solutions for everyone from small business owners to enterprise scale organizations. Our management consulting methods and financial management systems are friendly, effective and proven.
Mark Pierce - CEO
Our custom iCFO financial management systems combine the detail of a myriad of outside programs and data sources into a single point hub to manage, plan, budget, report, and forecasts. We are experts at using our software and systems to help uncover new strategies and solutions.
Even in this modern age, truly effective financial management systems are extremely rare. Between industry specific software, accounting software, spreadsheets and independent analytic tools, businesses are bombarded with a vast clutter of flawed analysis and disjointed reports to choose from. The ability to generate volumes of reports & raw information at a moments notice is often mistaken for a financial management system. This is the opposite of an actual FMS.
A true financial management system delivers purpose driven focused reports and simple tools that are easily internalized and prompt management decisions. No clutter, no digging through multiple software platforms, no looking at several reports at once, no requesting breakdowns or more details, no budget avoidance or confusion… Just simple effective management tools.
Very few people understand Financial Management. Even large companies like Oracle, Sage and SAP misuse the term to describe their software platforms which are really just enterprise accounting tools. CPAs, CFOs, Bookkeepers, Analysts, Analytic Designers, Programmers, Sales, Consultants, Executives, Managers... They all hold important pieces to the puzzle of a great Financial Management System, but lack the outside perspective, expertise and experience necessary for a holistic approach to system design. That is where we come in.
The process of designing and maintaining these systems is as much of an art as it is a science. Our iCFO software is the most comprehensive and capable platform design available, but at its core, it is still powered by our expertise and creativity.
It is our job to handle the management concepts and structural complexity on the front end, so that our software becomes the ultimate financial management tool on the back end.
There are no shortcuts here. The quality of our work is dependent on how well we understand your business and how much we interact with key staff.
We need to understand things like your sales dynamic, management structure, competition, data entry, software capabilities, accounting system, marketing, management objectives and strategy if we are going to design and interpret a financial management system that incorporates them.
