Half of all small businesses never see their fifth birthday.
Your CFO will make your financials simple and clear so you know what's working and, most importantly, what needs fixing each month.
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Why businesses fail
Small businesses fail for one reason: lack of focus on the financial health of the business.
Why? Because the financials are confusing.
We've found that most business owners get into their business because their 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.
These business owners, naturally, focus most of their time on their craft instead of the financial health of the business.
You're not meant to be an expert at everything
We believe that you need to stay focused on what you do best. This is what will prevent your dream business from turning into a nightmare.
However, someone needs to look out for your financial well-being. Someone needs to spot red flags in your business.
That's why big businesses have Chief Financial Officers. They show management 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 (a small business financial expert) that will guide you towards having a successful and more profitable business.
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);
You no longer have to be in this by yourself. We're here for you.
How it works
You and your CFO will get on a call to meet it each other and learn more about your business.
Each month your CFO will analyze your business and financial reports and prepare a "Profit Dashboard" designed to spot red flags and opportunities for growth.
You and your CFO will then get on a monthly "strategy call" to review the dashboard and strategize immediate next steps.
You'll have access to your CFO throughout the month for questions and clarifications.
What Makes Us Different
We're not "business coaches", "consultants", or "gurus".
We're small business financial experts who help eliminate the confusion around your financials so you know, at all times, the next steps to take to have a growing and successful business.
And to us, a growing and successful business means more profit and more cash flow for you.
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.
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 financial experts who have a passion for small business owners. Our team has deep experience with working with small businesses.
How do I meet with my CFO? You will meet with your CFO remotely via video chat and phone. We work with clients across the entire United States.
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. You can either schedule a call with us here, call us at (803) 638-8020, or email us at firstname.lastname@example.org.