Outsourced CFO Services
Get an outsourced CFO to guide you to more profit and more cash flow than ever before. All for one flat monthly fee.
Are you in the business owner’s trap?
There are three challenges facing business owners:
Challenge #1: You need cash to grow your business; but you don’t know how to get more cash.
Challenge #2: You’re an expert in your field, not necessarily an expert in business and financials.
Challenge #3: You don’t understand the financial health of your business.
Because of these challenges, it’s no wonder that most businesses fail.
So, how do you escape the business owners 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…
…all without the overwhelm that typically comes with understanding numbers and financials.
Problems
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.
Solutions
Have a plan
Finally understand your business
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 have unlimited email access to your CFO each month.
What’s an outsourced CFO?
cash flow than last year – every year.
All for one flat fee per month.
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.
Unlike a pure bookkeeper or ‘fractional’ CFO,we seek to understand your entire business (not just the numbers!), and your business and personal goals.
We’re an invaluable service to overwhelmed and stressed-out business owners who want to have a growing, more profitable, and successful business.
With our packaged CFO service, you’ll pay just one flat fee per month. No hourly billing. Just results.
Our Process
According to the SBA, most businesses fail. In fact, half of all businesses never make it to their fifth birthday.
They fail for all kinds of reasons:
inadequate management
bad marketing strategy
ineffective employees/contactors
lack of cash
lack of profit
lack of demand for products/services
wrong location
and on and on…
However, the MAIN REASON they fail is because no one was guiding the business owner 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 have 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 of the business.
Someone to propose corrective actions.
This is what a CFO does for big businesses and this is what we believe that all businesses (large or small) need.
We provide a unique and affordable service exclusively for businesses that are producing revenue between $500k and $20M a year.
Your CFO will guide you each month. The result: You’ll know exactly what to do to have a growing, more profitable, and successful business.
Let Us Help:
Ready to come in for an appointment?
Click here to schedule a time to meet with us. We will NOT make dealing with a tax professional as painful as it’s been in the past!