(682) 500-1775

1751 River Run
Fort Worth, TX 76137

©2019 by Regis Financial Consulting

Strategic Planning

We all do it. We focus on what is right in front of us, right now and work away in our businesses to get things done. It is important to stop and take time for your business as a whole and start prioritizing the areas that need work. But where do you start?

Regis Financial's Business Mechanics solution provides business owners with a team of professionals dedicated to examining business performance and enacting a plan to take it to the next level. Through this and our commitment to working closely with you, we build an understanding of your business and can provide expert assistance to make your business perform at its best. We have internal processes to document a user-friendly and results oriented unique strategic plan.

Implementation services may include:

  •     Operational and business transformation

  •     Change management

  •     Partnering your business with respected experts to move your business forward

  •     Vision, mission and goal setting

  •     Structuring work teams

  •     Employee performance improvement

  •     IT Roadmap

  •     Working capital optimization

  •     Exit strategy

Our team will apply the right processes to ensure that you know where your business is. We start working on priority issues that you have identified and assist in planning for the changes you require over time.

Our team works with your leadership team to analyze where your business is at, where you want to take it, and develops a strategic plan and set of KPI’s to measure progress. We work with you, your management team and other respected professionals in HR, marketing, IT, Production management to make the changes happen.

To drive implementation we engage with your management team via regular communication and formal monthly meetings on-site. We are also at the ready to deal with any urgent issues that arise.

Organizational Analysis


In today's fast paced business environment even small to medium sized businesses can do with the expertise of a Chief Financial Officer, a luxury once afforded to large corporations.

By outsourcing the finance function of your business to us it means you immediately access qualified financial experts, with the expertise to drive your business towards success in realizing your vision and achieving your goals.

Our CFO Solutions provides you access to an expert who understands how successful businesses function and assist you with the daily pressures and challenges you face.

We find that often owners of small to medium companies frequently don’t have anyone with whom they can discuss strategies and issues. Sometimes a virtual CFO is a great sounding board. We have a wealth of experience and business insight a business owner can tap into.

By engaging Regis Financial, you can expect to see profitability improvements, improved management reporting as well as a more effective and efficient accounting team. This allows you to have more time to focus on your business and make better decisions which ultimately should allow you to see profitability improvements.

Our CFO Solutions is tailored for your business but commonly the following is included:


  •     Analysis of pricing and product or service decisions

  •     Design and refinement of internal accounting systems

  •     Developing budgets and financial forecasts

  •     Development and monitoring of Key Performance Indicators

  •     Ensuring effective use of cash

  •     Financial modeling (sales projections, break-even analysis, cash flow analysis)

  •     Human Resources advice

  •     Information Technology strategy and advice

  •     Maintaining your data integrity by keeping your accounting records up to date

  •     Negotiations with banks and investors

  •     Proactive and tailored business advice

  •     Sales invoicing and debtor management  

  •     Selection of appropriate software

  •     Strategic business planning

  •     Strategies based on industry specific and best practice benchmarking

  •     Timely delivery of management reports

RFC is your trusted business advisor, taking your vision for your company’s future and turning it into a meaningful plan with implementable actions and then ensuring that the results are measured.