Get a 'Go-To' financial guide to lead you to business success
Get an outsourced CFO to guide you to more profit and more cash flow than ever before. All for one flat monthly fee.
Get an outsourced CFO to guide you to more profit and more cash flow than ever before. All for one flat monthly fee.
With extensive experience across various industries, we understand the unique financial challenges businesses face and provide tailored solutions to meet those needs.
We are not just about managing numbers—we focus on strategic financial planning that aligns with your business goals.
As your CFO, we are deeply invested in your success, offering ongoing support and actionable insights to keep your business on track.
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.
A CFO’s (Chief Financial Officer) job is to guide a business towards being a growing, more profitable and successful business. We’ll give you one so that you can have more profit and more cash flow than last year – every year. All for one flat fee per month.
Track your profit and cash flow each month
Analyze what's working - and what's not each month
You and your CFO will 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.
Your CFO will give you a short list of the most important next steps that need to happen that month
You can get guidance from your CFO anytime on urgent issues
Reviews
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.
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 $10mn a year. We’ll match you with a CFO who you’ll meet with each month. Your CFO will guide you through what we 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.
Your CFO will show you what, specifically, is driving the revenue, profit and cash flow in your business.
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.
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'.