fractional cfo

finance is the heart of every business.

Keep its pulse strong with focused expertise.

Ask any seasoned business owner, and they'll probably share the hardest lessons learned involved managing their own financials.  These lessons often can make or break a business, as well as the owner's lifestyle and livelihood.  Wouldn't it be easier to have a professional that can help avoid financial pitfalls, and provide a unique perspective that enables you to determine the best course of action for your business?

CFO work for small businesses is similar to financial planning.  A full-spectrum approach is needed to address the following areas:

develop Strong financial data

How healthy are your books and financial reports?

The #1 issue that handicaps many small businesses is the lack of accurate financial reporting.  An expert eye is needed to assess the quality of your books and records, as well as to help keep them clean.  Never underestimate the power that well-designed financial reports and data can bring to your business!

evaluate & optimize processes

Build a better business!

When you're the owner, it's easy to overlook issues that affect your profitability and growth.  By implementing the Profit First approach, you'll discover exactly how to trim down or ramp up various areas in your business to achieve long-term success without sacrificing yourself or your sanity in the process.

Begin with the end in mind

Business continuity and exit planning are critical at every stage

Even if you're not planning to step away from or sell your business in the foreseeable future, it's best to be prepared in case an opportunity arises.  This foresight frees business owners to spend less time working in the business and more time on their future vision and goals. 

know your worth

What is the true value of your business?

Valuations can be used as a powerful driver to manage your business, and help guide your strategic decisions.  By knowing the appropriate benchmarks and goals, you can understand what's going on in your business and increase both its value and overall performance.  

tax-centric focus

Know the tax consequences of your financial decisions

Understanding the role taxes play in your business, not only helps to minimize overall tax but also increases tax compliance.  Proactive planning increases cash flow, uses pre-tax dollars more efficiently, and offsets the cost of CFO services.  How many C-Suite executives can effectively demonstrate their ROI year after year?

Financials are more than just numbers on a page; they tell a story of success, failure, and everything in between. Partner with a CFO who can translate those numbers into your own story of progress and achievement, so you can focus on what you do best!