CFO Advisory & Business Growth Services
Get an outsourced CFO to guide you to more profit and more cash flow than ever before. All for one flat monthly fee.
Does This Sound Like You?
Your business relies on you, or it all falls apart.
You're in a Catch-22. You want to grow your business but need cash to do so; but you can't get more cash without growing your business!
You don't have a simple way to know what's working - and what's not working - in your business.
You don't know what to do to have a growing and more profitable business.
What's an Outsourced CFO?
A CFO's (Chief Financial Officer) job is to guide a business towards being a growing, more profitable and successful business.
That's where I come in so that you can have more profit and more cash flow than last year — every year.
What A CFO Will Do For You
Track your profit and cash flow each month.
Analyze what's working and what's not working each month.
Meet with you for about an hour each month and give you two things:
A Scoreboard
A very clear way to understand the performance of your entire business.
An Action Plan
A short list of the most important next steps that need to happen that month.
...all so that you will stay on track to having a growing, more profitable, and successful business.
What others say
Why Have An Outsourced CFO?
According to the SBA, most businesses fail. In fact, half of all businesses never make it to their fifth birthday.
Half!
They fail for all kinds of reasons (inadequate management, bad marketing strategy, ineffective employees, lack of cash, no profit, no demand, wrong location, and on and on...).
However, the main reason they fail is because no one was guiding the business owner on how to have a more profitable and higher cash flowing business.
If they did, these businesses would not have failed. Period.
It's not enough to be an expert at your business. It's not enough to have an accountant. It's not enough to get a 'business coach'.
What you need is someone that can do three things for you every single month:
Someone to track profit and cash flow.
Someone to analyze the strengths and weaknesses.
Someone to propose corrective actions.
This is what a CFO does for big businesses. We believe that all businesses (large or small) need someone like this.
That's why we exist.
I offer a unique and affordable service just for businesses that are producing revenue between $500k and $5mm a year.
I will guide you through what I call the One Clear Path every single month.
The result: You'll know exactly what to do to have a growing, more profitable, and successful business.
My Process: The One Clear Path
Your CFO will guide you through what I call the One Clear Path every single month. There are three main stages:
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Step 1
Your CFO will show you what, specifically, is driving the revenue, profit and cash flow in your business.
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Step 2
Your CFO will uncover what your vision is for your business, and, together, we'll set targets for one-year and the next five years for the revenue, profit and cash flow drivers.
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Step 3
Each month, your CFO will meet with you and give you a Scoreboard as well as an Action Plan made up of a short list of 'objectives' and 'next steps'.
You will be crystal clear about what needs to happen in order for your business to hit your one-year and five-year targets.
Everything You Need
to Know
Clear answers about our services, how we work together, and how we can help transform your business finances for sustainable growth.
