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Services

Cultivating comprehensive solutions to help your business thrive.

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ACCOUNTING & BOOKKEEPING

Establish a robust and compliant financial backbone with our comprehensive accounting services. We meticulously manage your financial lifecycle, ensuring accuracy and adherence to GAAP principles throughout the month-end close process. Beyond routine bookkeeping and reconciliations, we expertly handle year-end close procedures and annual filings, providing you with timely and reliable financial statements that lay a solid foundation for informed decision-making and long-term financial health.

Key Benefits:
 

★ Accurate and GAAP-Compliant Financials

★ Efficient Month-End Close

★ Seamless Year-End Close and Annual Filings

★ Solid Foundation for Financial Health

          

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STRATEGY & PLANNING

Unlock your business's long-term financial potential through tailored financial planning and strategy. We partner with you to deeply understand your vision, clearly define your goals, and craft a comprehensive roadmap for sustainable growth. Our strategic review of your management approach, financial structures, and practices pinpoints opportunities for optimization and ensures alignment with your overarching objectives.

Key Benefits:
 

★ Comprehensive Financial Planning & Analysis (FP&A)

★ Informed Investments Based on Financial Models

★ Detailed and Strategic Budgeting

★ Long-term Planning

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Cash Flow Management

We strategically manage your spending by providing in-depth accounts payable analysis and review. This improves cash flow visibility and facilitates proactive vendor communication. We also implement effective client outreach for faster invoice collection, enhancing cash flow predictability and supporting operational efficiency and growth.

Key Benefits:

★ Enhanced Spend Visibility

★ Improved Vendor Relationships

★ Accelerated Cash Inflow

★ Stronger Financial Stability

★ Maximized Operational Efficiency

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Financial Modeling

Unlock a dynamic understanding of your business performance and future trajectory. We deliver on-demand forecasting and dashboards, providing visibility into key metrics, trend reporting, and variance analysis. This data-driven approach empowers you to make informed decisions, proactively address challenges, and confidently pursue funding for your growth initiatives.

Key Benefits:

★ Clear and Insightful Financial Models

★ Reduced Risks in Decision-Making

★ Enhanced Ability to Secure Future Funding

★ Data-Driven Decisions

     

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Business Optimization

We partner with you to understand your unique needs, uncovering opportunities to build strategies that boost efficiency, lower costs, and pave the way for lasting growth. Beyond implementing essential professional tools like ERP systems, PEO/HR platforms, and sales tax automation, we also work with you to document these improved processes. We ensure that your team is equipped with best practices, fostering a more professional and sustainable future.

Key Benefits:

★ Increased Efficiency and Systemic Stability

★ Review of Vendors and Opportunities

★ Process Documentation

★ Accelerated Growth

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Investor Relations:

Secure the capital your business needs to grow with our fundraising and investor relations support. We act as a strategic partner, guiding you through every step of the fundraising process. From developing compelling pitch decks that tell your financial story to organizing your data room and preparing financial reports for investors, we ensure you present a clear and confident picture to attract the right funding.

Key Benefits:

★ Enhanced Ability to Secure Financial Support

★ Deck Preparation, Narrative and On-Call Support

★ Support of Due Diligence

★ Investor Relations and Communication

★ Investor Reporting On-Demand

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CONTACT

Let’s Get Started.

Contact Us

We would love to discuss how Cherry Tree Finance can help your business thrive. Contact us today to schedule a consultation.

Estd. 2020 in Brooklyn, NY
Partnering with businesses nationwide. 

EMAIL

PHONE

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