Get a 'go-to' financial guide to lead you to business success
Get a 'go-to' financial guide to lead you to business success
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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.
Does This Sound Like You?
Does This Sound Like You?
What's an outsourced CFO?
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 a CFO
Will Do for You
What a CFO
Will Do for You
What Makes Us Different
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 accountants or 'fractional' CFOs we understand the entire business (not just the numbers!) and provide strategic guidance.
We provide relief 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.
Have a plan
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
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
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?
Are you in the business owner's trap?
Schedule a Right-Fit Call
Schedule a Right-Fit Call
The next step is to get on a 20-minute Zoom call with me. We’ll ensure my service is right for you and I’ll explain how it works. Simply pick a day/time below.
The next step is to get on a 20-minute Zoom call with me. We’ll ensure my service is right for you and I’ll explain how it works. Simply pick a day/time below.
What This Call is All About
What This Call is All About
This is a complimentary strategy session with a financial professional who does one thing really well: transform businesses into money-making machines.
This is a complimentary strategy session with a financial professional who does one thing really well: transform businesses into money-making machines.
About Me
About Me
• Having built and sold a 7-figure painting contracting business, and subsequently worked with a service based consulting business, I’ve accumulated over 30 years of experience.
• Having built and sold a 7-figure painting contracting business, and subsequently worked with a service based consulting business, I’ve accumulated over 30 years of experience.
• I’ve navigated both the successes and challenges of business ownership and have learned the value and extreme importance of operating with a high level of financial expertise.
• I’ve navigated both the successes and challenges of business ownership and have learned the value and extreme importance of operating with a high level of financial expertise.
• I understand first hand the frustration of trying to run a business without accurate and timely financial data and this is a key reason why I turned my focus to better understanding the numbers side of business at a deep level.
• I understand first hand the frustration of trying to run a business without accurate and timely financial data and this is a key reason why I turned my focus to better understanding the numbers side of business at a deep level.
• I now use my financial background to help business owners have a growing and more profitable business.
• I now use my financial background to help business owners have a growing and more profitable business.
• I’m successful at this precisely because I understand both sides of a business (the financial side and the business operations / ownership side).
• I’m successful at this precisely because I understand both sides of a business (the financial side and the business operations / ownership side).
• As an accountant, I can look at a business and spot the underlying reasons why a business is not profitable and has poor cash flow. And…more importantly, how to fix it.
• As an accountant, I can look at a business and spot the underlying reasons why a business is not profitable and has poor cash flow. And…more importantly, how to fix it.
• I’m on a mission to help as many business owners as possible have a growing and more profitable business.
• I’m on a mission to help as many business owners as possible have a growing and more profitable business.
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'.
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.
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.
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