Sagamore – noun
sag·a·more | \ ˈsa-gə-ˌmȯr \
– A subordinate or advisor to the chief
Fix, manage
and forecast all
your financial needs
- Fractional CFO
- Data Visualization
- Accounting
- Business & Financial Advisory
- Contract Executive
- Analytics & Project Management
PARTNER CFO & INTERIM MANAGAMENT
Experienced leadership is essential in any stage of business growth. You are the leader; we are your right hand. Our services can fill temporary needs, facilitate change that creates growth and develop existing staff.
ANALYTICS & DATA VISUALIZATION
ADVISING &
ACCOUNTING
Consulting can be a one-time conversation but advising is an on-going relationship. We’ve handled billion-dollar complicated transactions and are excited to handle and advise on your financial questions or ongoing needs.
Fractional CFO Services In Oklahoma City & The Surrounding Area
Fractional CFO For Business - More Than Consultants
We are seasoned executives that have delivered results for over 40 years to senior level management teams, business owners and CEOs in diverse industries. If you need top-notch corporate accounting services in Oklahoma City, you can rely on our experts. We have a team of experienced accountants who are familiar with all the ins and outs of corporate accounting, and we’re dedicated to providing our clients with the best possible service. We don’t just evaluate and recommend; we take on your goals as if they’re our own. You become family. We become your strategic partners.
There is a growing demand for fractional CFO services for small and large business in Oklahoma City and the surrounding area. Investing in fractional CFO services is a cost-effective way for companies to utilize the skills and expertise of professional accounting and finance experts without committing to a full-time hire.
From startups to established businesses ready to expand, mature or exit, we are skilled in getting you where you want to go. Whether you are focused on short-term or long-term financial goals, need help during a transition or acquisition, or have big questions about opportunities and mitigating risk, our corporate accounting services in Oklahoma City can assist you in growing your business.
Why You Should Consider Hiring Fractional CFO Services
There are several different circumstances where your company in Oklahoma City and the surrounding areas could benefit from working with an experienced contract executive or contract CFO.
- You have too much on your plate to manage business accounting services.
- Financial forecasting has become stressful and complex, and you need expert assistance from a business financial advisor.
- You are bringing in new partners, pursuing vertical integration, or entering a new market.
- Business growth is limited due to cash being tied up in receivables or inventory.
- You need a business financial consultant to assist with acquiring new debt or refinancing old debt.
With Sagamore Alliance’s corporate accounting services, you get the benefit of working with a financial consultant services organisation that has your best interests in mind. Contact us right away to talk with an expert.
What We Do
SEE & USE YOUR DATA
Yes, we are accounting QuickBooks experts. We have extensive experience with the most common accounting software. But we are also so much more. We can ensure the integrity of your systems and then use that data to visually map out past issues and future opportunities which will allow you to not only make sense of the numbers, but to easily see where you are headed and where you want to go.
We’ll identify areas of risk, compliance liabilities and opportunities for growth, giving you full decision-making confidence.
FORECASTING & PLANNING
Plan for the unexpected with friendly advisors you trust. We are proficient at budgeting, forecasting and strategic planning, so let’s look ahead. Complex business problems require expert solutions.
We love budgeting and creating annual plans. You love making your business resilient. We can tie your growth strategies to your annual financial plan, identify key drivers of your profitability and cash flows and hold you accountable all year.
REDUCE COSTS
Think of it this way, not only can we review spending to reduce waste and optimize value, but we also provide an ROI by producing measurable results. Think of us like an investment rather than an expense so you can ensure your business is resilient and compliant in the ever-evolving economy and save yourself long-term expenses.
The ability to spend your time growing your vision, team and company, as opposed to being bogged down in numbers and dealing with all the small problems, is priceless.
PROJECT MANAGEMENT
Delegate the stress of development. We augment and drive projects to completion. Let’s tackle your biggest hurdles so you can confidently move forward.
It’s not a takeover, it’s a partnership. Think of Sagamore Alliance like an experienced back-office team that will implement a strategic plan and see it through. You can sustainably grow while confronting your biggest financial challenges and creating a plan for years to come.
Our Services
Each business has unique needs, but the discipline, expertise and accountability necessary to produce the financial results you’re looking for is a constant. Here’s how we can help.
Accounting
We provide you access to an experienced Chief Financial Officer or Controller who is skilled in all things banking, finance, accounting, financial reporting and optimizing daily processes. You may already have a bookkeeper, but if you are hoping to make the most out of your financial goals this year, allow us to take a look. It’s a partnership.
Business & Financial Advisory
As a successful business owner, you want to know that the decisions you make are wise and informed. We provide that peace of mind so you can navigate complexities, capitalize on opportunities, avoid risk and identify gaps. Let’s solve your biggest challenges.
Contract Executive
Regardless of your business’ size or stage, it is essential to have access to experienced leadership. Our services can fill interim needs, facilitate change, develop existing staff, or provide ongoing leadership support. Don’t be consumed by the overwhelm of tactical actions. Let’s keep them focused on long-term strategies and objectives.
Visualization & Analytics For Big Data
Big data should be an asset. From consumer behavior to predictive analytics, companies regularly capture, store and analyze quantitative and qualitative data on their consumer base or operations every day. We are experts in using programs like Spotfire, TM1 and SQL so we can help make sense of the data you’ve gathered and put it together in a way that will allow you to make the best use of what you know about your operations.
Fractional CFO
Save yourself time, money and headaches. Skip the salary and benefits of a full-time CFO and opt for an experienced Chief Financial Officer who provides project-based, or contract help to maintain and oversee all your financial strategy and planning. We speak the same languages as executives, bankers and CPAs so you can keep being the boss and we can drive your financial performance.
How do you know if we can help?
If you answer yes to one or more questions, call or send us a message.
- Do you need to put a budget and financial forecast in place?
- Would you like to predict cash flow shortfalls before they surprise you?
- Are you getting numbers from an accountant but are uncertain about what they mean or how they impact your business?
- Do you need better financial reporting and analysis?
- Do you hear things like, “Why can’t we get our financials sooner?” from your business partners or employees?
- Has your business grown to the point that you can no longer do it all yourself?
- Are you “profitable” but have no idea where your cash is going?
- Do you have an “accounting wish list” that includes financial growth?
- Are you looking for ways to acquire capital to scale your business?
- Do you need better and more timely information to run your business?
- Are you collecting data but aren’t sure what to do with it?
- Are you growing, facing a merger or acquisition, or planning a transaction?
Meet the Team
Alan Lipps
Joe Evans
Joe Evans is the founder of Sagamore Alliance and an accomplished leader in the financial industry with more than 45 years of experience. He has provided accounting, strategic planning, audit and CFO services to companies such as Chaparral Energy (CFO), Deloitte & Touche, First National Bank of Commerce (Senior VP) and Evans, Gaither and Associates. He lives in Edmond, Oklahoma with his wife Shirley.
Jacquelyn Wright
Jacquelyn Wright is a consultant with Sagamore Alliance and is a versatile leader with a diverse background in Accounting, Finance and Project Management. She has provided accounting, strategic planning, audit and CFO services in industries such as Government Contracts, Cannabis, Manufacturing, Wholesale Distribution, Not-For-Profit, Tech both in house and via Public Accounting. She lives in Oklahoma City, Oklahoma with her Pug Roux.