Everything you need to know about working with Blue Iris Partners.
No. We also support businesses with bookkeeping, reporting, tax coordination, audit preparation, and transaction advisory. Our goal is to be a complete finance partner, covering both strategy and day-to-day operations.
Yes. We can complement your current team or provide full outsourced support. Many of our clients already have an accountant. We work alongside them to add CFO-level strategy and financial leadership.
We coordinate tax filings through trusted specialist partners. We manage the process, prepare the required data, and liaise directly with the specialists on your behalf, giving you one central point of contact.
Yes. We typically work with startups and growing SMEs that need better financial clarity and support. Whether you're an established business or in a growth phase, our services are designed to scale with you.
Yes. We provide financial insight for acquisitions and exit readiness. For buyers, we assess the true financial picture before you commit. For sellers, we help improve financial presentation and buyer appeal.
Not necessarily. Many businesses benefit from fractional CFO support at a significantly lower cost than a full-time hire. You get the same expertise and strategic guidance, without the overhead.
We typically begin with a free consultation to understand your business, current challenges, and goals. From there, we can usually onboard new clients within a matter of days.
We work across a wide range of industries including Food & Beverage, Hospitality, Construction, Real Estate, Healthcare, IT, Manufacturing, Retail, E-Commerce, Media & Marketing, Beauty & Spa, and Business Services.
There are three typical scenarios - 1) We provide typical accounting support where we are liaising with you monthly to get the relevant information off you to complete your bookkeeping and tax filings where necessary. 2) We provide strategic CFO support. Here we focus specifically on growing cash flow and profitability in your business. We do this by following THE BLUE IRIS 6 STEP FRAMEWORK where we analyze your numbers to see exactly what part of your business you need to focus on each month to reach the 5 year goal you have for your company. We then help you come up with the plan to address any of the profit leaks. 3) You can avail of both of these monthly services.
As part of our onboarding, we review your existing financial records and identify any gaps, errors, or backlogs. We then put a plan in place to clean up and maintain accurate accounts going forward.
Still have questions?
Book a free consultation and we'll answer everything specific to your business.