Get a plan to have a growing & more profitable small business.

Eliminate Confusion | Get Direction | Gain a Peace-of-Mind

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Do you struggle with making your business successful?


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


Do the "financials" make your brain hurt?


Are you working hard but not seeing much results?

Why businesses struggle


Half of all small businesses will never see their fifth birthday.


Most business owners get into their business because they're 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.

Therefore, these business owners spend more time working IN the business instead of ON the business.

They fail to focus on the things that matter to have a growing and more profitable business.


You need a plan


Big businesses have CFOs (Chief Financial Officers) to guide the management on how to have a growing and more profitable business.

We provide the same type of thing for small businesses.

We're small business CFOs who will give you a plan to have a growing and more profitable business.

Our mission is to ensure that your business has a solid plan.


Schedule a call

Or click here to see our process.


We’re built for small businesses.

You can stay focused on what you do best while knowing that someone is looking out for your businesses' financial health.

Some of the types of businesses we've helped:


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
Custom iron welding shop

Roofing business
Chimney sweep business
Hardscape and waterfall design
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
Port-a-john rental business


If your goal is to make a profit, you need a plan. 

Schedule a call
"Since we've started I have a better business"

Gerry B - Custom Sign Shop Owner


Make Better Decisions

Get insights into your business so that you'll be able to make sound business decisions.


Grow Your Business

Everything we do is centered around growing the profitability and cash flow of your small business.


Focus on What Matters

You'll know the most important things that you and your team should be working on every single month.

Schedule a call

Or click here to see our process.

Why The CFO Project?


You are an expert at your craft. You must stay focused on what you do best. However, someone needs to be looking out for your financial well-being.

Big businesses have Chief Financial Officers to do that. We believe passionate and hard-working business owners ought to have the same type of help.

Continue Reading...

"You've helped my business so much."

David T - Mortgage Brokerage Owner

Why work with us


You'll know where to spend your time. We'll assess your business each month so you know the most important things to work on to keep your business on the right track financially.


We make your financials clear. We'll give you an easy-to-understand dashboard of your business every month so you can clearly see what's going right and what's going wrong.


We help you strategize. Each month you'll have a strategy call with your CFO to strategize on the immediate next steps to take to have a profitable business.


We're here for you. In addition to the monthly strategy call you'll also be able to contact your CFO anytime for questions and clarifications.

Have questions? Schedule a call or call (803) 638-8020.

Schedule a call