Have a better business. Get a CFO.

A ‘Chief Financial Officer’ helps large businesses make more money.
We give that same help to small business owners…at a price they can afford.


Small businesses fail because they run out of cash. Period.

They usually run out of cash because business owners don’t fully understand how to generate cash and keep it.

In other words – businesses fail because of a lack of financial management.

Did you know that the average small business in the United States generates about $7 in cash per day?

Seven dollars.

That means that half of those small businesses are making less than $7 in cash per day – or worse, they are losing cash each day.

A business expert and author of Rich Dad, Poor Dad, Robert Kiyosaki, says “It’s not how much you make – it’s how much you keep that matters.”

Cash (in the bank) is the keeping part.

Cash is what allows you to expand, to hire more employees, to finally take a vacation.

You can’t do a whole lot with $7.

How we help

Every business, regardless of size, needs someone like a ‘CFO’…

  • Someone needs to monitor (and improve) important numbers for your business and industry.

  • Someone needs to monitor (and improve) cash flow and forecast cash problems in the future.

  • Someone needs to strategize on ways to increase profit and cash flow.

  • Someone needs to be there for the business owner (you!) to be a sounding board and guide.

Business owners are experts at what the business does – not at doing the job of a CFO.

This is why businesses fail.

If you are serious about fixing and growing your business you need a CFO to help you.

This is where we come in.

We give small business owners their own ‘CFO’. Your CFO will get to know you, your business, and your vision for the business.

They will make it their mission to help you accomplish your vision as well as increase the profit and cash in your business.


Here’s how it works


1. Your own CFO

You will get your own CFO (who has a ‘heart of a teacher’) who will get to know you and your business.

2. Establish big goals

You and your CFO will establish goals for the business. Your CFO will start to monitor your financials and prepare strategies for improving your business.

3. Always improving

You will meet with your CFO twice a month (via phone) and discuss specific steps to take to improve your business.

Next step

Want to learn more about letting us help you improve your business? Get a free 30 minute consultation with a CFO.

Here’s what we will do on our call together:

  • We will learn more about you and your business
  • We will answer common questions most people have about our service (e.g. how much this service costs)
  • You will learn more about us and be able to ask questions
  • And, as our gift to you – we will give you performance metrics on your specific industry and show how you compare (a $150 value)
Yes! I want a 30 minute consultation


An accountants main job is to record what happened in the past. A CFO’s job is to ensure that the business is profitable in the future.

A CFO uses the reports that an accountant (or bookkeeper) prepares to help you improve the business.

All of our sessions are remote. Either phone call or video chat. 

Unless, however, if you are in Columbia, SC we would love to meet with you in person.

We are a remote team. Our main office is in Columbia, SC but our CFOs are located all over the United States.

Probably not. We specialize in businesses that are making between $250k and $2.5m in annual sales.

The best thing to do is get on a call with us to see if we are the right fit.

You can call us at (803) 638-8020.

You can also fill out the chat box at the bottom right of our site.

We love talking with small business owners.