CFO Services

 Strategic Planning

  

Where will your business be in 3 or 5 years? Do you have long-term financial goals for your business and personal life (because they do go hand in hand)? If not, we can help put together a strategic plan so you understand where your business is going and the necessary steps to make it there. We aim to help you achieve your dreams.

Budgeting and Forecasting

 

We help businesses develop annual operating plans, or budgets. We perform variance analysis and hold regular meetings to explain the gaps and how to get back on track. We even help with forecasting revenue, expenses, profit, and cash flow. If you don’t know, cash flow is one of the most important parts of your business. We help you understand why! 

Tax Partnerships

We are not CPAs or tax planners but we partner with CPAs who can provide serious guidance, and we work together to maximize your profits.

Analysis

Should you buy an additional truck or add a new crew? Should you hire an office assistant? Should you lease office space? We can help you answer these questions and any others you dream up by putting solid numbers to the analysis.

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KPIs and Dashboards

One of our many strengths is developing strong Key Performance Indicators (KPIs) and putting them in an easily digestible format. It’s important for you to understand how you are doing today, this week, or this month, and how things are trending. Dashboards help business leaders make quick assessments of performance and to make valuable course corrections along the way.

Accountability Coach

Do you need a finance partner to help you make decisions and hold you accountable to them? We do that. We will meet regularly to make sure you are on track to meet your goals.

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Private Equity​

 

Not only do we help businesses grow, we also acquire businesses, and even consult for equity. If you find yourself in a position to sell your business, let's chat. If you want to not only take your business to the next level but want to completely crush it out there, let's talk about consulting options.

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To be clear, we are not licensed tax professionals or financial advisors and do not offer tax preparation or offer legal business advice.  But we will work with your CPA as needed.

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