Real Help For Your Business
Join other small business owners who've already gained a peace of mind.
The CFO Project provides business owners with a CFO (Chief Financial Officer) to meet with on a regular basis to ensure that your business becomes - and remains - financially okay.
Start getting a peace of mind in knowing that someone is helping you build a financially stable business.
"Since we've started I have a better business."
Gerry B., Owner of a Custom Sign and Banner Business
How This Works
Get a Business Assessment
We Match You With a CFO
Gain a peace-of-mind
Working With Your CFO
Your Own CFO
Set Goals and a Plan
"My CFO is specific and intentional. He has armed us with several valuable tools that helps us plan and strengthen our company and our finances. He is also kind and a pleasure to work with."
Julie M., Owner of a Workshop and Productivity Coaching Business
Also imagine that this person has the experience and knowledge of the "numbers" and "business-side" of small business and will take the time to ensure that your business is financially okay.
This is what our CFOs provide.
We're not like the typical CFO. We don't wear suits. We don't use "financial" jargon.
We're real people, who happen to understand business and numbers. We want to help real business owners make themselves and their business a success.
All of our CFOs…
Have a heart of a teacher and coach
We’re friendly, approachable, and, most of all, we care about the success of you and your business.
Have experience helping small businesses of every size
We focus on small businesses only. Our average client has annual sales of $250k.
Are results focused
We measure success by helping you get more profit and more cash flow.
Help you truly understand your buisness
We make the financials of your business clear and easy-to-understand so you know exactly what to focus on.
"Since working with my CFO we've been able to figure out how to not only stabilize our cash flow but improve it. I highly recommend any business owner to The CFO Project."
Jeremiah S., Owner of a Digital Marketing Agency
So, I started a business. Things were going well at first...
However, things quickly went downhill. I was running 90mph but never really felt like I was making progress.
I lied awake at night wondering what was going on. I was scared and afraid.
What frustrated me was that I didn't know why. What frustrated me even more was that I didn't have anyone to turn to that could give me real help on an on-going basis to help me have a successful business.
Fast forward a few years and I started The CFO Project to do just that. We give business owners someone that has a heart of a coach but with (and this is key) the knowledge of a CFO.
Our mission, with every client, is to give every business owner we work with a peace of mind.
"Over the course of running my business I have tried to solve problem after problem on my own. With little guidance or direction I mostly just kept kicking the can down the road and remained in 'survival mode'. Then, I found The CFO Project. My CFO is a game changer and a must have for any business that wants to have drastic improvement!"
David T., Owner of a Mortgage Brokerage Business