Elevating Your Business Through Bespoke Financial Solutions
Tailored Financial Solutions for Every Stage of Growth
When you partner with us, you’re not just hiring a Financial Controller or a CFO—you’re gaining a trusted advisor who truly understands your business. We take the time to learn your unique challenges, opportunities, and vision, ensuring every solution is as bespoke as your brand. Our clients trust us because:
We prioritize relationships over transactions.
We deliver actionable insights, not just reports.
We are committed to helping your business grow sustainably, not just temporarily.
Financial Controller & CFO Services
We understand that no two businesses are the same. That’s why our Controller and CFO services are designed to meet you where you are—whether you need expert guidance on profitability, strategic cash flow management, or a trusted partner to support your financial operations. With decades of experience, we bring clarity and confidence to every decision you make.
Profitability Consulting
Unlock the hidden potential in your business. Our bespoke profitability consulting delves deep into your financial landscape, uncovering inefficiencies and missed opportunities. With tailored strategies designed to enhance your bottom line, we help your business grow sustainably and with clarity.
Financial Systems & Process Improvement
Streamline your operations and set the stage for growth. Our tailored financial systems and process improvement services are designed to enhance efficiency, reduce costs, and improve accuracy. By creating workflows that align with your unique needs, we help your business scale with confidence and precision.
Strategic Financial Planning & Forecasting
Plan for the future with clarity and confidence. Our bespoke strategic financial planning and forecasting services provide real-time insights, ensuring you have the data you need exactly when it matters most. With tailored, data-driven strategies, we empower your business to seize opportunities and navigate challenges with precision.
Expert Financial Services, Tailored to Your Needs.
Profitable Mergers & Acquisition Advising
Maximize the value of your business with expert M&A guidance. Whether you're buying, selling, or restructuring, we provide precise valuations and strategic insights to help you achieve the best possible outcome. Our tailored approach ensures your business is positioned for peak profitability before it goes to market, setting the stage for a successful transition.
Cash Flow Optimization
Ensure your business has the financial stability it needs to thrive. Our cash flow optimization services focus on aligning your income and expenses, maximizing liquidity, and improving financial predictability. With clear, actionable insights, we help you maintain healthy cash flow to support both daily operations and long-term growth.
How To Work Together
Book Your Discovery Session
We begin with a conversation. During this session, we’ll explore your business goals, uncover challenges, and identify the areas where financial clarity can drive the greatest impact.
Custom Strategy Development
Based on what we learn, we’ll create a personalized financial plan tailored to your specific needs. This ensures every solution is aligned with your goals.
Collaborative Partnership
As we implement your plan, we’ll provide the insights, tools, and guidance you need to make informed decisions and achieve lasting growth.
Client Success Stories
At OPC Team, we’re all about delivering financial controller services to million-dollar businesses that bring real, measurable results! Our friendly and knowledgeable approach helps clients unlock substantial profit increases and streamline their operations. We specialize in optimizing financial systems and enhancing cash flow management, all tailored just for you. With our support, your financial operations can transform, helping you reach your goals and enjoy lasting success. Let’s explore how our expert guidance can make a positive impact on your business!
A Vaulable Valuation
Our tech client approached us about preparing for the sale of their business. We restructured their administrative team and implemented more efficient financial processes. Then, we identified and corrected profit leaks and wasteful spending, saving our clients tens of thousands of dollars. Finally, we provided due diligence documentation and measurable profit projections for the merger/acquisition of their companies, ultimately leading to the successful sale of their business.
Fixing Fraud
Our Trucking client noticed that they were having some discrepancies in their books. We outfitted their fleet with a GPS and created geolocated routes to save them travel time. During our tracking process, we also discovered some of their employees were padding time and using the trucks on personal time or to give free services. We were able to save them over $50,000.
Trash Turn Around
Our Waste Client requested help with office procedures. We worked with them to establish processes to correct billing issues, establish collection policy for each department to reduce write-offs, and developed a system to monitor renewals and upcoming bids. Then we helped the client obtain the Hub-Zone certification with SBA and did targeted marketing to contracting officers which helped our client create competitive bidding opportunities against larger companies. The company grew 4.5 times o
Payroll Payoff
We worked with a restaurant client who was spending 50% of their gross revenue on payroll. We compared numbers in the industry and found they were spending far more than the industry average on payroll. We met with the owners, managers, and staff. Together, we developed a simple scheduling system to monitor hours against daily sales which cut the payroll costs by 10%. We are pretty proud to say that we saved them around $300,000.
$30,000 Saved Through Strategic Financial Review
In a recent financial review, we helped our retail client identify and replace an unnecessarily costly software platform with a streamlined, efficient solution, saving them $30,000 annually. This was one of several savings uncovered, directly improving cash flow and freeing up capital to invest back into revenue-driving initiatives.
A Full Recovery
We worked with a Home Health Care client that needed help with their payroll reports. We discovered they had a receivable balance and were having difficulties collecting due to clerical errors. In the Medicare system, you only have three chances to submit for payment. We developed a system for our client to complete the claims without error which resulted in them collecting $1.3 million dollars in owed payment in just six weeks.
