Financial and Strategic Planning

In a competitive market with changing regulations, firms must have in place effective and flexible business plans to sustain growth and maintain client satisfaction. In addition to strategic planning, an accurate, disciplined and systematic approach should be in place to evaluate a firm’s internal controls and procedures, helping to ensure compliance and efficiency.  Oyster’s consultants are former business leaders with extensive financial and strategic planning experience, and will assist your firm’s leaders from a financial and growth strategy standpoint as they look to the future.

Oyster’s Financial and Strategic Planning services include:

  • Outsourced CFO and CFO Support (including but not limited to):
    • Developing business plans for loan purposes
    • Forecasting and oversight of the budgetary process
    • Conducting Internal Audit
    • Financial systems and general ledger design
    • Net Capital Computations
    • Project Accounting
  • Outsourced CCO and CCO Support (including but not limited to):
    • Developing and maintaining a detailed compliance program
    • Reviewing and developing internal controls and procedures
    • Conducting Risk Assessments and testing
    • Training and Education
  • Strategic Management
    • Strategic planning to start, run and grow your business
    • Compliance technology review
    • Advisor technology tool assessment, vendor selection, implementation
    • Operational Efficiency
    • Succession Planning
    • Project Management

The Oyster Difference

Oyster consultants specialize in all aspects of finance, accounting and financial management. All accounting and financial solutions that are developed are tailor-made for your firm. Our consultants have a wealth of real world experiences which allows them to deliver highly personalized and specialized accounting and financial services to your firm.