Empower your Financial Future Today
Unlock your business potential with our CFO services
Empower your Financial Future Today
Unlock your business potential with our CFO services
Get a 'go-to' financial guide to lead you to business succes
Get an outsourced CFO to guide you to more profit and more cash flow than ever before. All for one flat monthly fee.
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.
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.
WHAT MAKES US DIFFERENT
VISION /ˈviZHən/
The ability to think about or plan the future with wisdom.
CFO /ˌsēˌefˈō/
Someone that helps a business be a financial success.
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 accountants we understand the entire business (not just the numbers!) and provide strategic guidance.
We create a safe space for 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.
Have a Plan
Finally understand your business
Finally understand your business
You (and the key members of your team) will know exactly what to do focus on each month to have a more profitable business.
Finally understand your business
Finally understand your 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
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 meet with your CFO monthly, however, you'll have a unlimited access to your CFO each month.
Our Process
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'.
ONE CLEAR Path
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!
We created a unique and affordable service just for businesses that are producing revenue between $500k and $15mm 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.
There are three main stages to the One Clear Path.
Your CFO will start you at the bottom left with Stage 1.
- Stage 1: Your CFO will show you what, specifically, is driving the revenue, profit and cash flow in your business.
- 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.
- 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'.
You will be crystal clear about what needs to happen in order for your business to hit your one-year and five-year targets.
