Our depth of service has developed with our clients’ needs in mind. Our goal is to see you succeed in meeting and exceeding your financial goals.
Azul CFO provides businesses with an entire financial and accounting team from a staff accountant to the CFO position. We service a diverse range of businesses of varying sizes and industries. We provide financial and accounting solutions through our robust consulting model, ranging from a staff accountant to CFO-level services. Our outsourced structure allows you to access resources that are tailored to your needs, schedule, and size of your business. Our expert consultants are skilled professionals that provide solutions to the accounting and financial challenges all companies face.
AZUL outsources consultants at the CFO level, offering in-depth operational and strategic experience. Our CFOs focus on our clients’ short- and long-term business goals while helping to develop a plan with obtainable benchmarks.
An experienced controller is essential to establishing the financial health of the client’s business. They maintain, manage, and analyze financial statements, payroll, and budgets, as well as evaluate historical data to allow for better decision-making.
Staff accountants are an integral piece of any accounting department. They execute the day-to-day work, such as invoicing, processing payables, calculating commissions, and generating reports. This level of consulting is especially crucial for smaller businesses that do not have a full-time accounting department to obtain financial visibility.
AZUL provides day-to-day accounting support on a part-time, ongoing basis. From this idea comes our main value proposition: “Buy the knowledge, not the time.”
For companies experiencing growth or turnover, our AZUL consultants can fill gaps within our clients’ accounting department on an interim or fractional basis.
AZUL prides itself in being an “as-needed” resource. We can provide support to companies that have fully staffed accounting departments but are experiencing times of additional need.
We offer the CFO Suite of Services on a fractional basis to companies in the $5M- $50M revenue range as well as bespoke CFO support services to larger companies.
The CFO function within a business is responsible for multiple functions – we can step in to support and/or fill in for all of them.
We customize and deliver common sense solutions that optimize outcomes within existing financial and operational constraints.
• Align financial strategy with enterprise strategy
• Support internal preparation for M&A activity (buy/sell side)
• Identification, selection, and coordination of external M&A advisors team: investment bank, legal, tax, insurance, QofE, etc.
• Conduct due diligence on potential acquisition targets
• Advise and support stakeholder negotiations (M&A, debt restructurings, equity investor terms, etc.)
• Budgeting and forecasting
• KPIs to monitor enterprise performance
• Alignment with other business functions
• Coordinate with external stakeholders (bankers, vendors, customers, etc.)
• Strategic transactional advisory to companies up to $150M in revenue
• Assessment and restructuring of finance team to align with business needs
• Segregation of Duties
• Authorization and Approval
• Reconciliations and Reviews
• Physical Inventories
•Work In Progress
•Financial Reporting
• Position and prepare for debt/equity capital raises
• Debt restructuring
Our mission is to illuminate the path to your financial success, placing you firmly at the helm of your journey. With a blend of strategic insight and bespoke advisory services, we empower you to navigate the complexities of finance with confidence and clarity.
Financial data must be timely in order to influence business decisions. When financial reporting is consistently done in a timely manner, it provides the financial team, executives, and other stakeholders with an accurate understanding of how the business operates. For example, a business that can complete the month-end close process within ten days will have far greater insight into their operations compared to a business that takes several weeks to close out the month.
The importance of accurate financial data cannot be overstated; even a small error within a business’ reporting can threaten the integrity of its financial standing. Accurate financials provide full transparency into the business, help to mitigate errors and catch costly mistakes, and build trust with investors, lenders, and other stakeholders.
Financial data should be insightful, as the ability to draw understanding from reporting is crucial for a business to stay competitive. When financial reporting is insightful, a business can better understand current and past performance, predict future outcomes, and make strategic decisions accordingly. Financial insight results from data that is timely, accurate, and relevant.
Financial data needs to be relevant in order for it to be useful in making strategic business decisions. Financial reporting should be relevant not only for external stakeholders, such as lenders and investors, but internal stakeholders—employees and executives—so that data can be used to meet organizational goals. Additionally, a business wouldn’t want to use a balance sheet from ten years ago to make next year’s financial goals, nor would a report of employee salaries be useful to a lender.
Financial data must be timely in order to influence business decisions. When financial reporting is consistently done in a timely manner, it provides the financial team, executives, and other stakeholders with an accurate understanding of how the business operates. For example, a business that can complete the month-end close process within ten days will have far greater insight into their operations compared to a business that takes several weeks to close out the month.
The importance of accurate financial data cannot be overstated; even a small error within a business’ reporting can threaten the integrity of its financial standing. Accurate financials provide full transparency into the business, help to mitigate errors and catch costly mistakes, and build trust with investors, lenders, and other stakeholders.
Financial data should be insightful, as the ability to draw understanding from reporting is crucial for a business to stay competitive. When financial reporting is insightful, a business can better understand current and past performance, predict future outcomes, and make strategic decisions accordingly. Financial insight results from data that is timely, accurate, and relevant.
Financial data needs to be relevant in order for it to be useful in making strategic business decisions. Financial reporting should be relevant not only for external stakeholders, such as lenders and investors, but internal stakeholders—employees and executives—so that data can be used to meet organizational goals. Additionally, a business wouldn’t want to use a balance sheet from ten years ago to make next year’s financial goals, nor would a report of employee salaries be useful to a lender.
Your vision, our strategy. Together, we elevate your financial journey to new heights. You’re the star; we’re your guiding light.
313 Lilac St Suite 1B, Houston, TX 77009
