Our goal is to work with you throughout every stage of your journey as a business owner, guiding you in all aspects of operations and financial management. We will work with you to achieve long-term financial viability and sustainability.
A CLEAR VISION AND DIRECTION
Creating a Financial Road Map
Look Down the Road Ahead
The future growth of your business is built on your present success. There is always room for improvement.
Begin With the End in Mind
What is your ultimate goal? Do you want to prepare for a sale, grow, or get acquired?
Where Are You Now?
Your vision tells you where you’re going, but your cash flow will determine if you can make it there.
ACCELERATE YOUR GROWTH
It starts with a three-step process.
The initial conversation
Our first priority is simple: find out what your goals are. We often ask a lot of open-ended questions and want to find out more about your pain points and aspirations. We listen more than we talk because we want to find out what matters to you as a business owner.
Your complimentary half-day assessment
After the initial consultation, we will arrange a follow-up meeting, where we will conduct a more detailed assessment of your business. We will talk to you about your biggest issues and analyze your current strategies and goals.
Crafting a customized solution
At the end of the assessment, we will deliver a series of personalized recommendations on how working with a CFO can help you improve your business. We will analyze your financial health, discuss current and future risks, and develop a plan to meet your business and personal goals.
LET’S WORK TOGETHER.
Schedule your no-cost strategy session today.
Request a complimentary analysis with one of our CFOs to assess your business’s financial health.
Process & Services
How We Add Value
We understand you’d rather focus your time and energy on acquiring and retaining profitable customers. You’ll be matched with a dedicated CFO to manage the three key areas of your business: cash flow, reducing business risk, and scalable growth.
Succession & Exit
Every entrepreneur should have an exit plan, yet many exit their companies without one, which can create costly complications. Leaving your company should be as well-planned as starting and building your business.
How We Operate
Many of our services help companies improve internal cash flow and profitability. Our targeted approach helps business owners operate with maximum efficiency.
Collaborating With Your CPA
We work in all phases of the business, concentrating on coordination, communication, and orientation to achieve a desired goal.