Quest’s customers include privately held businesses that don’t always have acting CFOs. In fact several of our clients are wearing multiple hats within their business and oftentimes the owner is acting as the CFO although they don’t consider themselves CFOs. As our team is here to support the strategy, planning, and the capital needs of the business we often become temporary CFOs or project specific CFOs for their companies. This works best when the firm has adequate staff to maintain the books and records consistently so that we can focus on analysis and decision making in support of the overall strategy of our customers.
Quest provides Legacy and Growth financial and HR support services for family trusts and their privately held businesses. Most of our clients are pleased when we help them plan for the future, set goals, challenge margins, manage KPI’s and are willing to pay a fair fee for the value driven as long as we measure it.
There are many ways an outsourced firm can provide their services including but not limited to the following:
A continuous assessment of what the needs of your company are in the present may be necessary to ensure the optimal future state of your finance and accounting teams.
Grow smartly over time in accordance with business owners personal and business goals
Leverage exclusive technology, data, and expertise from Quest
Perserve the future of the company and the financial security of your family
Guaranteed positive ROI. We routinely uncover savings up to ten times the initial investment
Regardless of the size of your business, whether it is a startup, private, or public, – all businesses have in common – the functions of a business.