Half of all small businesses never see their fifth birthday.

Big businesses have ‘Chief Financial Officers’ to ensure their business remains on the right track financially. We do the same kind of thing exclusively for small businesses.

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Do you struggle with your small business?

Do you feel stuck not knowing the next steps to take to have a successful business?

Do you feel lost and overwhelmed with trying to make sense of your "financials"?

Do you constantly wonder "Am I doing things right?"

Why businesses fail

Small businesses fail for one reason: lack of financial management.

Most business owners get into their business because their pretty good at the "craft" of the business...

A fitness expert starts a gym.

A dentist buys a dental practice.

A marketing guru starts an agency.

However, what got them into business is not enough to help them stay in business.

You're not meant to be an expert at everything

You need to focus on what you do best. This is what will prevent your dream business from turning into a nightmare.

Yet, businesses fail because of a lack of financial management. This is due mainly to poor profits, low cash flow, and no accountability on your team in place.

The problem is that these are all financial terms. Someone on your team needs to be an expert at these things.

That's why big businesses have Chief Financial Officers. They guide management on what they need to do for the business to be financially okay.

We do this same kind of thing...but for small businesses.

What we do

We'll give you a CFO to meet with on a regular basis that will guide you through our proven system to ensure that your business is financially solid.

You (and your team) will know exactly what to focus on every month to have a more profitable business;

You'll finally understand the financial health of your business (and what to do about it);

We'll be your "go-to" financial guide. You no longer have to be in this by yourself. We're here for you.

Get a Free Proposal

Answer three questions and get a proposal via email in three minutes.

Examples of businesses we've worked with...

  • Sign and banner shop
  • Promotional products business
  • A digital marketing agency
  • General contractor
  • Tiny house designer
  • eCommerce store
  • Sporting goods distributor
  • Residential and commercial cleaning business
  • Author and workshop developer
  • IT agency
  • Mortgage brokerage
  • Food truck
  • Course creator and facilitator
  • Cutom iron welding shop
  • Roofing business
  • Chimney sweep business
  • Hardscape and waterfall design business
  • Mitigation and restoration business
  • HR and recruiting firm
  • Private investigator agency
  • Elderly home care and transportation business
  • Colonoscopy doctor's office
  • Footwear manufacturer
  • Architect firm
  • Generator rental business
  • Custom woodworking business
  • Pest exterminating business
  • Porta John rental business

Our process


We'll do an assessment on your business to see what's working and what's not working.


Together we'll set a goal for profit for the next 12 months. This will be our target.


We'll guide you through our proven system each month and show you the specific things to work on so that you'll make progress toward your profit goal and have a financially solid business.

Every month...

We'll give you an easy-to-understand dashboard so you can see the financial health of your business and know immediately what's going well and what needs improving.

We'll be your guide...

We'll come alongside you and be with you every step of the way. You'll no longer be in this by yourself; we're here for you.


What Makes Us Different

We're not like most "business coaches", "consultants", or "gurus".

Why? We focus on results. And results to us mean more profit and more cash flow for your business.

It's not how much money you make that's important. What's important is how much money you keep.

Profit is the keeping part. This is how your business remains financially healthy. That's what we focus on.


Get a Free Proposal

Answer three questions and get a proposal via email in three minutes.

It's therapeutic to have someone to talk to that 'gets it'

-Roberta, Restaurant Owner


Frequently Asked Questions

Is this right for my business? Every business owner we've worked with says that our process has helped them and their business. That being said, we do our best work when we are working with small business owners who are serious about making their business a success.

Who are you? We are a caring team of Small Business CFOs who have a passion for small business owners. Our team has deep experience with owning small businesses and advising other small business owners.

How do I meet with my CFO? You will meet with your Small Business CFO remotely via video chat and phone. We work with clients across the entire United States.

How often do we meet? For the first month we'll meet about once a week. After that we'll meet about once a month (but check-in with you weekly). You'll also have access to your CFO anytime throughout each month.

Can I talk to someone before I commit? Absolutely. We actually prefer to speak to you before you commit to make sure you're comfortable with us. The best thing to do is request a proposal by clicking the button below. We'll reach out to you and offer to get on a phone call.


Get a Free Proposal

Answer three questions and get a proposal via email in three minutes.