Does This Sound Like You?
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Your business relies on you, or it all falls apart.
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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!
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You don't have a simple way to know what's working - and what's not working - in your business.
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You don't know what to do to have a growing and more profitable business.
What A CFO Will Do For You
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Track your profit and cash flow each month
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Analyze what's working - and what's not each month
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You and your CFO will meet with you for about an hour each month and give you two things:
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A Scoreboard - a very clear way to understand the performance of your entire business​
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An Action Plan - your CFO will give you a short list of most important nest steps that need to happen that month.
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... all so that you will stay on track to have a growing, more profitable, and successful business.​
What Makes Us Different
Unlike business coaches or consultants, we understand the financial impact of every decision you make in your business and can give you financial guidance.
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Unlike accountants or 'fractional' CFOs we understand the entire business (not just the numbers!) and provide strategic guidance.
We rescue overwhelmed and stressed-out business owners who want to have a growing, more profitable and successful business.
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With our packaged CFO service, you'll pay just one flat fee per month. No hourly billing.
Just results.
What our clients say...
We've helped generate millions in additional profit and cash flow for our clients.
"This is one of the best things that ever happened to my business."
- Julie, M
Have A Plan
You (and the key members of your team) will know exactly what to focus on each month to have a more profitable business.
Finally Understand Your Business
You'll finally understand the financial health of your business every single month...and know what to do about it.
Get A Financial Guide
You no longer have to be in this by yourself. Your CFO will be your 'go-to' financial guide.
You'll meet with your CFO monthly, however, you'll have unlimited access to your CFO each month.
Are you in the business owner's trap?
There are three challenges facing business owners:
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Challenge #1: You need cash to grow your business; but you don't know how to get more cash.
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Challenge #2: You're an expert in your field, not necessarily an expert in business and financials.
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Challenge #3: You don't understand the financial health of your business.
Because of these challenges, it's no wonder that most businesses fail.
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So how do you escape the business owner's trap?
By transforming from an 'industry expert' who happens to run a business to running your business like a professional, with the numbers driving the decision making.
That's why we exist. We provide simple financial training and services just for business owners so you can have a growing, more profitable and highly successful business...
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...all without the overwhelm that typically comes with understanding numbers and financials.
Schedule a Right Fit Call
We may not be a right fit for you. You also may not be a right fit for us.
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The only way to tell is to schedule a 20-minute 'right fit call'.
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On this call, one of our CFOs will learn more about your business and determine if it's a right fit for both of us.
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If it is, we'll tell you more about our service, the fee and you can decide if it makes sense to continue.
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The next step is to schedule your
Right Fit Call.
Our Process
According to the SBA, most businesses fail. In fact, half of all businesses never make it to their fifth birthday.
Half!
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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...).
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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.
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If they did, these businesses would not have failed. Period.
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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'.
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What you need is someone that can do three things for you every single month.
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Someone to track profit and cash flow.
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Someone to analyze the strengths and weaknesses.
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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.
We created a unique and affordable service just for businesses that are producing revenue between $500k and $5mm a year.
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We'll match you with a CFO who you'll meet with each month.
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Your CFO will guide you through what we call the One Clear Path every single month.
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The result: You'll know exactly what to do to have a growing, more profitable, and successful business.
There are three main stages to the One Clear Path. Your CFO will start you at the bottom left with Stage 1.
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Stage 1: Your CFO will show you what, specifically, is driving the revenue, profit and cash flow in your business.
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Stage 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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Stage 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'.
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You will be crystal clear about what needs to happen in order for your business to hit your one-year and five-year targets.