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Our team partners closely with your leaders throughout the turnaround process, implementing best practices to ensure short-term improvement and long-term sustainability. This approach allows continual confidence-building in the leadership and direction of the organization.

You can rely on Copper Bottom. As your strategic partner, we deliver more than recommendations—we create achievable strategies rooted in research, backed by analytics, and supported through execution. We work together to provide a clear, holistic vision for every stage of your organization’s evolution to sustainability.

Budgeting & Forecasting

When you work with Copper Bottom, we make it easy for you to understand our findings. You’ll never struggle with overly complicated, error-prone spreadsheets to orient your budgeting and forecasting. You won’t need outdated planning processes that require extensive administration and support. Copper Bottom provides purpose-driven budgeting and forecasting that can support the most complex planning requirements. We use the information we gather to get a better understanding of your business’ health so that we can help you plan for the future.

The Vital Questions that Guide our Budgeting & Forecasting Approach for Success

We ask critical questions throughout our financial evaluation that help guide our budgeting, planning, and forecasting advice.

Making your efforts more effective provides a clear path forward that alleviates financial uncertainty.

Are your current budgeting processes as helpful as they could be?

Streamlining this process can save you time, money, and headaches. It can also free up employee attention to work on tasks that result in better ROI for your company.

Does your annual planning cycle require too much time and effort for too little return?

Overseeing programs with no emotional stake is a recipe for ambivalence and ultimate failure. You need leadership pulling in the same direction and committed to the action plan for success.

Are departmental managers involved enough to assure their buy-in?

Running forecasts works great, but not when you present them after the information is out-of-date. Timely forecasts are vital to making good business decisions, and we’ll help you schedule them at the right intervals to achieve maximum effect.

Are you forecasting often enough to reflect current conditions?

Announcing a budget is great, but what does that mean for each department? Who has access to what levels of funding, and what’s considered non-essential spending? Without answering these questions, your budget will become a focal point of confusion instead of the roadmap it needs to be.

Do your budgets and forecasts lack the detail to meet team-centered and company-wide needs?

Weighing risk and reward is an integral part of business. But how you balance these two factors makes all the difference. We help you refine your planning processes to successfully navigate the future.

Is your planning system incapable of modeling risk-adjusted scenarios?

Copper Bottom is all about helping your organization succeed, both now and in the future. We help you refine your budgeting and forecasting to provide the data you need to make sound decisions that support growth.

Does your current budgeting & forecasting support your desired business outcomes?

Cashflow Analysis

Cashflow Analysis

Cash flow is the amount of cash and (cash equivalents), that your business generates or spends over a set time period. Cash on hand determines a company’s runway—the more cash on hand the more room your business has to maneuver and Copper Bottom is exceptional when it comes to analyzing your cash flow and determining your maneuverability, and your path forward.

Cash flow differs from profit. Cash flow refers to the money that flows in and out of your business. Profit, however, is the money you have after deducting your business expenses from overall revenue. As your partner in prosperity, we’ll ensure that you have the visibility required to understand your cash flow.

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Copper Bottom increases your financial literacy so that key stakeholders completely understand cash sources and where your cash is going. Financial literacy is essential for maintaining a financially sustainable business. Most businesses can sustain a temporary period of negative cash flows, but can’t sustain negative cash flows long-term.

Depending on the size of your company, your financial situation, and your financial goals, reviewing and tracking various forms of cash flow may be very helpful in financial planning and preparing for future quarters, years, and even a potential downturn in sales or economic conditions.

Financial Management

Businesses challenged with the need for a turnaround usually are often a result of poor financial management that stretches an organization’s resources. Copper Bottom recognizes that these challenges usually have common themes, such as strategies that fail to deliver planned returns, poorly executed growth strategies, and overleverage throughout the organization.

Copper Bottom has the experience required to implement and educate sound financial management practices that enforce a clear plan and relentless execution, leading you to your turnaround state, future stability, and, once again, a thriving business. Our financial management support during the critical first 90 days of engagement with Copper Bottom is guided by these two most important questions:

  • How far can our current cash flow extend current operations?
  • How do we triage expenses?

Like any significant and complex problem, Copper Bottom takes the approach of breaking the issues down into individual tasks and focus. One of the most important elements of a successful turnaround is the speed at which you stop the bleeding. Our experience allows us to quickly develop a plan that is executed with a sense of urgency versus waiting for the perfect plan.

Financial Evaluation

For your organization to enter a turnaround state successfully, it often requires a detailed evaluation of its financial operations. Helping your organization gain traction involves a sense of urgency and a desire to fix the problem, no matter how uncomfortable that may be.

We quickly apply our unique methodology to closely examine a company’s financial functions. Our team maintains a focus on effectiveness, efficiency, and risk. This approach enables us to quickly find opportunities that can improve your financial outlook, reduce your costs, and mitigate the risk of continued loss.

Working capital management

Insufficient working capital means you can’t make the investments necessary to grow your business — or even purchase basic supplies. By evaluating your financial options, we can help you maximize your working capital to fund optimal growth.

Accounts receivable and credit management

Evaluating your credit options and optimizing accounts receivable is a huge part of making any company or nonprofit solvent. We do a deep dive to uncover hidden problems and inefficiencies, helping you regain capital without cutting back on the essentials.

Accounts payable and vendor management

We look just as hard at your accounts payable, and help you make better deals with vendors to reduce your overall cost. Optimizing your orders, scheduling, and payments can save money without sacrificing growth.

Automation and opportunities to increase productivity

At Copper Bottom, we help you identify ways to increase productivity, automate time-consuming tasks, and restructure job roles to produce better results.

Cashflow management function

How is your company using cash? Are there places you could cut outflow or save on interest or fees? For nonprofits, we look at your treasury functions and make sure you balance donations and expenditure, stay true to your purpose, and use your resources to the greatest effect.

Financial Planning and Analysis (FP&A) function

We help you see the big picture regarding your finances. A financial plan can create greater organizational value by keeping everyone on the same page and ensuring spending is as effective as possible.

Dashboard reporting and improved insights

By setting up improved data tracking, you can gain new insights into new corners of your business. See where spending is most effective and discover where it may be wasted. Examining your metrics is the surest way to see the big picture regarding your finances.

Error rates — find processes with unacceptable risk

With a thorough review of all internal operations, Copper Bottom helps you discover where things are going wrong and how to fix it. When a certain process is failing at a more than acceptable rate, the possible reward is no longer worth the risk. That process must be revised or eliminated to bring efficiency back on track and encourage growth.

We follow these principles to help you achieve your goals:

Our assessments include:

Cashflow management function

How is your company using cash? Are there places you could cut outflow or save on interest or fees? For nonprofits, we look at your treasury functions and make sure you balance donations and expenditure, stay true to your purpose, and use your resources to the greatest effect.

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Working capital management

Insufficient working capital means you can’t make the investments necessary to grow your business — or even purchase basic supplies. By evaluating your financial options, we can help you maximize your working capital to fund optimal growth.

arrow

Accounts receivable and credit management

Evaluating your credit options and optimizing accounts receivable is a huge part of making any company or nonprofit solvent. We do a deep dive to uncover hidden problems and inefficiencies, helping you regain capital without cutting back on the essentials.

arrow

Accounts payable and vendor management

We look just as hard at your accounts payable, and help you make better deals with vendors to reduce your overall cost. Optimizing your orders, scheduling, and payments can save money without sacrificing growth.

arrow

Automation and opportunities to increase productivity

At Copper Bottom, we help you identify ways to increase productivity, automate time-consuming tasks, and restructure job roles to produce better results.

arrow

Cashflow management function

How is your company using cash? Are there places you could cut outflow or save on interest or fees? For nonprofits, we look at your treasury functions and make sure you balance donations and expenditure, stay true to your purpose, and use your resources to the greatest effect.

arrow

Financial Planning and Analysis (FP&A) function

We help you see the big picture regarding your finances. A financial plan can create greater organizational value by keeping everyone on the same page and ensuring spending is as effective as possible.

arrow

Dashboard reporting and improved insights

By setting up improved data tracking, you can gain new insights into new corners of your business. See where spending is most effective and discover where it may be wasted. Examining your metrics is the surest way to see the big picture regarding your finances.

arrow

Error rates — find processes with unacceptable risk

With a thorough review of all internal operations, Copper Bottom helps you discover where things are going wrong and how to fix it. When a certain process is failing at a more than acceptable rate, the possible reward is no longer worth the risk. That process must be revised or eliminated to bring efficiency back on track and encourage growth.

arrow