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.

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

 

  • 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:

  1. A Scoreboard - a very clear way to understand the performance of your entire business.

  2. An Action Plan - your CFO will give you a short list of the most important next steps that need to happen that month.

...all so that you will stay on track to have a growing, more profitable, and successful business.

 

What Makes Us Different

 

Positive Cash Flow - more money going in your business than going out of your business

CFO - someone who 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 or bookkeepers we understand the entire business (not just the numbers!) and provide strategic guidance.

We're an oasis 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.

 

 

What our clients say...

We've helped generate millions in additional profit and cash flow for our clients

 

"Within just a couple of meetings, I became crystal clear on my targets and what I need to do to give myself a raise."

Wendy R.

"Now, I don't have any problems meeting my payroll and even have a full year's worth of cash flow. I couldn't have done it without my CFO."

Emma S.

"It's therapeutic to have someone to talk to who  'gets it'. This is one of the best things that ever happened to my business."

Roberta P.

Results for you

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 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'.

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 $10M 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.