Focus on your business results
Bureaucratic and financial routines take up time and resources that could be used to focus on the specialties of your business. CLM Controller's financial management outsourcing organizes routines and generates the management data needed for your company to grow.
Benefits of financial outsourcing
Opting for financial management outsourcing is, first and foremost, a smart way to save time and resources, as it frees up your team to focus on the more strategic areas of the business. Instead of dealing with bureaucratic and complex tasks, you can count on specialized professionals who take care of every detail: from controlling accounts payable and receivable to preparing complete management reports. What's more, having a dedicated external team ensures more objectivity when analyzing data, identifying investment opportunities and preventing possible financial risks.
The outsourced financial management process
The work begins with a thorough diagnosis of your business's financial routines and demands. From there, a personalized action plan is structured to ensure that payments, receipts and all the bureaucracy take place in an organized manner and within the legal deadlines. Financial management outsourcing continues to monitor the evolution of accounts, generating management reports and mapping key performance indicators (KPIs) that reflect the health of the cash flow.
The clarity needed to manage safely
With the bureaucratic routines sorted out, administration can be carried out with the analysis of complete and personalized management reports from the company. CLM Controller. Always focused on your company's needs, financial management outsourcing allows you to work through hypothetical scenarios with objectivity and security. All of this allows you to map out the best investment and growth routes for your company.
Give yourself a chance for a successful future with our financial management outsourcing.
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In today's corporate scenario, where efficiency, control and data intelligence define business competitiveness, the outsourcing Financial Management is gaining ground as a strategic solution for companies seeking sustainable growth and a focus on core business.
By delegating financial management to highly qualified professionals, organizations gain greater precision in cash flow control, customized management reports and access to modern automation technologies.
Large companies, especially those in the Real Profit and Presumed Profit categories, need solutions that go beyond the operational and require a partner that aligns financial strategies with decision-making and risk reduction, generating concrete and measurable results.
A CLM Controller is a national and international benchmark in outsourcing Financial Management, serving companies that value governance, transparency and performance.
With a specialized team, systems integrated with the main ERPs on the market and personalized service, we offer much more than outsourcing: we deliver financial intelligence to companies looking to scale, protect and monetize their businesses.
Our advisory services stand out for their commitment to excellence, data security and strategic vision, supporting clients at every stage of the financial process.
Discover how to turn financial management into a competitive advantage and accelerate your results with the support of CLM Controller.
What is financial outsourcing?
Financial outsourcing is the complete or partial outsourcing of a company's financial activities to a specialist team, which acts in a strategic, integrated and tailor-made way for each client.
Instead of managing processes internally, the company transfers these functions to an experienced partner such as CLM Controller. This move brings significant gains in efficiency, security and assertiveness.
By opting for financial outsourcing, medium and large companies benefit from a highly technological structure, with access to advanced automation systems and integration with ERPs, as well as constant monitoring of financial indicators.
More than fulfilling operational tasks, outsourcing teams deliver strategic analyses, make projections and help implement the best governance and compliance practices.
Financial outsourcing transforms the financial area into a source of intelligence and competitiveness, sustaining business growth in increasingly challenging scenarios.
According to José Carlos Marion in his book Business accounting, "Outsourcing financial functions can be fundamental for companies seeking efficiency, cost reduction and operational flexibility, while at the same time allowing greater focus on strategic business activities."
How outsourcing financial management works
O outsourcing Financial Management CLM Controller applies its own methodology and state-of-the-art technology to transform the financial area of companies into a center of real results.
The process begins with the CLM team immersing itself in the client's systems, operations and strategies, ensuring an in-depth understanding of the business and its specific needs.
Based on this diagnosis, the financial flows, policies and controls that best meet the company's profile and strategic objectives are designed.
Operationalization is carried out by experienced specialists, supported by platforms that are fully integrated with the main ERPs and banks, allowing for the automation of routines, risk control and continuous monitoring of processes.
Financial management includes everything from carrying out tasks such as accounts payable, accounts receivable, reconciliation, invoicing and document management, through to report writing management, cash flow projections and support in the definition of financial strategies and investment.
CLM ensures governance, compliance and confidentiality, with full traceability of operations and customized reports for the management body.
The constant review of processes, combined with the use of data intelligence, allows operational and strategic practices to evolve, maximizing gains.
When choosing the outsourcing financial managementIn this way, your company gains a robust, agile financial structure, adjusted to the best market practices and prepared to foster sustainable growth in any scenario.
CLM's differentials in financial management outsourcing
CLM Controller's differentials in offering financial management go far beyond the execution of tasks.
We act as a true accounting boutique, bringing each client not only efficiency, but strategy, personalization and intelligence applied to the business.
Each company has an exclusive account manager who has in-depth knowledge of the operation's needs and objectives, providing consultative and proactive service.
CLM continuously invests in integration technology with ERPs, automations, management DRE and dashboards, guaranteeing agility, accuracy and easily accessible information.
Our multidisciplinary team is made up of more than 120 specialists experienced in medium and large companies, and we operate nationally and internationally with great expertise in Real Profit and Presumed Profit.
We also offer a unique professional liability insurance policy, which provides legal certainty that is rarely found on the market.
Another point that makes us stand out is the production of high-level technical content, which empowers entrepreneurs and managers to make more strategic decisions.
Consolidated experience in complex operations, such as planning for holdings, opening of CNPJ for foreignersCLM is a trusted partner in the field of restructuring and LGPD compliance.
Benefits of outsourced financial management for your company
- Access to a team of expertsHighly qualified professionals lead the routines, ensuring technical excellence and strategic vision in financial management.
- Reduced operating costs: It avoids the expense of hiring, training and maintaining internal teams, as well as reducing investments in in-house technology.
- Automation and efficiency gains: Processes are standardized, automated and integrated with the main ERPs, reducing rework and human error.
- Real-time financial information: Customized reports, dashboards and advanced analyses facilitate decision-making and improve business control.
- Security and complianceGovernance, compliance and absolute secrecy in all operations, with protection against fraud and operational failures.
- Focus on core business: Managers are fully dedicated to strategic business tasks, gaining agility and productivity.
- Reduction of tax and regulatory risks: Team aligned with fiscal, tax and labor regulations, preventing contingencies and assessments.
- Financial planning and cash optimization: Advice on investment decisions, projecting results and structuring cash flow.
- Dynamic adjustment to the company's reality: Flexibility to grow or restructure without additional costs and with the support of market best practices.
- National and international operations: Consolidated experience in highly complex environments, including multinationals and different legislations.
- Results-based management: Each project is accompanied by clear metrics and indicators, measuring return on investment and proposing constant progress.
Management and operation
The financial management carried out by CLM Controller covers a complete range of services, structured in an integrated manner to provide operational and strategic excellence.
Each stage of the financial process is carefully carried out by qualified professionals, supported by state-of-the-art technology and proprietary methodologies. Our main areas of activity include:
Accounts payable and receivable
CLM controls all financial commitments, from validating invoices and supporting documents to scheduling and paying suppliers, taxes and other commitments.
The same rigor is applied to receivables management, with rigorous checking and control of receivables, bank integration, monitoring of defaults and periodic performance reports.
Bank and financial reconciliation
It corrects and prevents inconsistencies in entries, ensuring that all transactions are correctly recorded and reconciled with bank statements and management systems. Thorough monitoring facilitates audits and keeps the company's financial health under control.
Invoicing and issuing invoices
We take care of the entire billing flow, issuing electronic invoices, sending them to clients, monitoring returns and integrating them with accounting and tax systems, reducing failures, delays and tax risks.
Cash flow management
We prepare, monitor and update the cash flow in real time, projecting inflows and outflows, adapting working capital to the demands of the business and anticipating any financial adjustment needs.
Preparation of management reports and financial indicators
CLM delivers analytical reports, management dashboards, DRE, graphs and customized statements, which give the entrepreneur a clear view of business performance and support strategic decision-making.
Support for budget and financial planning
We actively participate in the process of planning, preparing and monitoring budgets, forecasting income, expenses and investments, pointing out opportunities for optimization and alignment with the company's strategic objectives.
Implementation of financial controls and policies
We develop and implement robust policies for controlling expenses, standardizing processes, compliance, governance and security of operations, aligned with the profile and degree of complexity of each client.
Document management and compliance
The organization, digitization, storage and control of tax documents, bank documents and contracts, as well as adherence to standards and legislation, guarantee peace of mind and legal support for the client.
How to outsource CLM financial management
Hiring outsourcing Financial Management with CLM Controller is an agile, secure and personalized process.
The first step is to contact our experts directly, who will make a strategic diagnosis of your company's financial needs and challenges.
After this analysis, we will design a tailor-made solution, taking into account the organization's size, segment, operating profile and goals.
The implementation phase includes dedicated consultancy, system integration and team training, guaranteeing a quick transition without disruptions to your financial routine.
Throughout the partnership, you will have constant support from an exclusive account manager, who will monitor the evolution of results and propose continuous improvements.
Transform the financial area into a pillar of efficiency, security and growth for your business. Talk to a CLM Controller specialist and request a diagnosis strategic!