Financial Advisory Services
Bucci Financial Services is an independent financial planning practice. The word ‘independent’ means a great deal to its’ principal, Bob Bucci, and is even more important to the many clients he serves. One big misconception is that you can only get the product or service you need from the large firms. Nothing can be further from the truth.
First, independent means that you, the client, will never be restricted to any proprietary products or services. You will have access to a very robust offering of leading companies, many of whom are among their industries elite. Also, you will have access to money managers both domestically and around the globe, all in an effort to help you achieve your goals.
Second, by working with an independent advisor, you develop a relationship that may be difficult to achieve in a larger firm. With no affiliation to any of the large banks or Wall Street firms, there will be no proprietary influence or conflicts of interest. More importantly, you have one-on-one quality time when you meet with your advisor. The better your advisor understands you and your family, the more likely you are to achieve your goals.
No matter the stage of your business, having financial expertise is critical your success. Bucci Financial Services is small enough to have the flexibly to customize our services to meet your needs without the corporate red tape, and also has the expertise to meet you where you are in the business growth cycle.
Do you want the expertise of a CFO but aren’t ready to invest in a full-time salary plus benefits position?
Are you a business that utilizes bookkeeping staff to minimize costs?
Small and Growing businesses CAN have the best of both worlds!
We want to assist those businesses that aren’t quite ready for a full-time CFO or Controller by offering part-time CFO services. This can vary from a few hours or days a month to interim CFO work when you have the need. This way the day-to-day accounting data is maintained on a cost-effective basis but can be utilized to make the important business decisions you need to make every day.
Ask yourself these questions:
- Do you have accurate financial reporting you need on a timely basis to make the decisions you need to make?
- Do you get the reporting you need to understand what impacts your cash flow?
- Do you get the reporting you need to understand why and where revenue is growing and/or why or where expenses are increasing/decreasing? If yes, do you get it in time to proactively utilize that data?
- Do year-end accounting adjustments change what you thought your year looked like?
You deserve accurate, timely and meaningful financial information to make good business decisions!
Dawn has always enjoyed the rewards of assisting small businesses and not-for-profits by offering services that improve the financial function. She can help you figure out the best way to use your assets for the most beneficial financial advantage. Dawn offers advisory services so she can truly be a partner to your business and will offer open and honest feedback so you can effectively run your business.
Whether you are finding the financial challenges harder than before, you are not getting the information you need to proactively plan ahead, or you just want to improve the financial function, Dawn can organize a plan for your business that works within your budget.